SEC Filing Summary: Salesforce, Inc. (13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Salesforce, Inc. (acting as an Institutional Investment Manager via Salesforce Ventures) for the quarter ended June 30, 2018. The report was signed by John Somorjai, Executive Vice President of Salesforce Ventures, on August 13, 2018. This document discloses equity holdings managed by the firm and does not report the operating financial results of Salesforce, Inc. itself.
Key Financial Metrics
As a 13F filing, this document reports investment portfolio data rather than corporate operating metrics (revenue, profit, cash flow, or debt). The available portfolio metrics are:
- Total Portfolio Value: $452,173,000 (reported in thousands).
- Total Number of Holdings: 4 entries.
- Other Included Managers: 0.
Note: The filing text does not provide values for revenue, profit, margins, debt, or liquidity for Salesforce, Inc. as an operating company.
Material Changes
The filing text provided does not contain comparative data from the prior period (March 31, 2018) or a breakdown of specific holdings to determine material changes in position size or composition.
Guidance, Outlook, and Risks
This form is a regulatory disclosure of holdings and does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the company's business operations.
Investor Verification Checklist
- Verify that this 13F filing represents the investment portfolio of Salesforce Ventures, not the consolidated financial results of Salesforce, Inc.
- Confirm the total reported value of $452.2 million represents the aggregate value of the 4 disclosed equity positions.
- Check subsequent filings or the company's 10-Q/10-K for actual operating revenue and profit data for the period ended June 30, 2018.
- Note that the specific names of the 4 holdings are not listed in the provided text snippet.