SEC Filing Summary: Form 13F Information Table
Business Context and Reporting Period
This filing is a Form 13F Information Table submitted by Salesforce, Inc. to the U.S. Securities and Exchange Commission. The reporting period covers holdings as of December 31, 2017. This form discloses equity securities held by institutional investment managers, not the operating financial results of Salesforce itself.
Key Financial Metrics and Holdings
The filing details specific equity positions held by the manager. The table below summarizes the reported holdings:
| Issuer | Security Class | Shares Held | Value (USD) | Voting Authority |
|---|---|---|---|---|
| Twilio Inc. | Common Stock | 888,517 | $20,969,000 | Sole |
| MongoDB Inc. | Common Stock | 44,845 | $1,331,000 | Sole |
Note: Values in the source text are listed in thousands (x$1000). The filing does not provide data on Salesforce's own revenue, profit, cash flow, debt, or liquidity.
Material Changes
The provided text contains only a snapshot of holdings for the period ending December 31, 2017. It does not include comparative data from prior periods; therefore, material changes in holdings cannot be determined from this document alone.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the issuer's business operations. It is a regulatory disclosure of investment positions.
Investor Verification Checklist
- Verify the total value of the reported positions against the market price of Twilio and MongoDB on December 31, 2017.
- Confirm whether these holdings represent a significant portion of Salesforce's total investment portfolio by reviewing the full Form 13F filing.
- Check subsequent filings to determine if these positions were maintained, increased, or liquidated in the following quarters.
- Note that this document does not reflect Salesforce's operational performance; refer to Form 10-K for financial results.