SEC Filing Summary: Salesforce, Inc. (Form 13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Salesforce, Inc., an institutional investment manager, for the quarter ended March 31, 2023. The report was signed by Sundeep Reddy, EVP & Chief Accounting Officer, on May 12, 2023. This form discloses the equity securities held by the manager at the end of the reporting period.
Key Financial Metrics
As a Form 13F-HR, this document reports investment holdings rather than the operating financial performance of Salesforce, Inc. itself. Consequently, the filing does not contain data on revenue, profit, cash flow, margins, debt, or liquidity for the company's operations.
- Total Value of Reported Holdings: $0
- Number of Holdings Reported: 1
- Other Included Managers: 0
Material Changes
The filing indicates a total value of $0 for the reported holdings. The text does not provide comparative data from the prior period to determine material changes in the portfolio value or composition.
Guidance, Outlook, and Risks
This filing type does not include management commentary, forward-looking guidance, risk factors, or contingencies regarding the company's business operations. It strictly serves as a regulatory disclosure of investment positions.
Investor Verification Checklist
- Verify Holding Value: Confirm why the total value of holdings is reported as $0 despite listing one entry.
- Check for Amendments: Review if subsequent amendments were filed to correct the zero-value reporting.
- Identify the Single Holding: The summary page lists one entry but does not detail the specific security; verify the full schedule to identify the asset.
- Distinguish from 10-Q: Ensure this filing is not confused with a 10-Q, which would contain the actual financial performance metrics for Salesforce, Inc.