SEC Filing Summary: Salesforce, Inc. (13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Salesforce, Inc. as an institutional investment manager. The report covers the quarter ended March 31, 2022, and was signed on May 13, 2022, by Sundeep Reddy, EVP & Chief Accounting Officer. This document discloses the equity securities held by Salesforce in its capacity as an investment manager, not its own operating financial results.
Key Financial Metrics
As a 13F filing, this document does not contain revenue, profit, cash flow, margins, debt, or liquidity metrics for Salesforce's core business operations. It only reports the value of external equity holdings managed by the company.
- Total Value of Reported Holdings: $222,221,000 (222,221 thousands)
- Number of Holdings Reported: 5
- Other Included Managers: 0
Material Changes
The filing text provided does not contain comparative data from the prior period (December 31, 2021) or a schedule of purchases and sales. Therefore, material changes in holdings versus the prior comparable period cannot be determined from this summary.
Guidance, Outlook, and Risks
This form is a statutory disclosure of holdings and does not include management commentary, forward-looking guidance, risk factors, or contingencies regarding Salesforce's business operations. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify that the reported holdings ($222.2 million) represent a small fraction of Salesforce's total assets and do not reflect its operating performance.
- Confirm the specific 5 securities held by reviewing the full Schedule 13F (not included in the provided text).
- Consult Salesforce's 10-Q or 10-K filings for actual revenue, profit, and cash flow data for the quarter ended March 31, 2022.
- Note that this filing was signed by the Chief Accounting Officer, indicating internal control over the reporting of investment assets.