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. The report covers the quarter ended March 31, 2018, and was signed on May 14, 2018, by Joe Allanson, Principal Accounting Officer.
Key Financial Metrics
As a Form 13F filing, this document reports investment holdings rather than the operating financial performance of Salesforce, Inc. itself. The following metrics reflect the portfolio managed by the entity:
- Total Portfolio Value: $190,199,000 (reported in thousands).
- Number of Holdings: 3 entries.
- Other Included Managers: 0.
Note: Revenue, profit, cash flow, margins, debt, and liquidity figures for Salesforce, Inc. are not contained in this filing.
Material Changes
The filing text does not provide comparative data for the prior period, nor does it detail specific changes in holdings or values versus the previous quarter.
Guidance, Outlook, and Risks
This form is a statutory disclosure of equity holdings and does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the business operations of Salesforce, Inc.
Investor Verification Checklist
- Verify the specific 3 securities held within the $190.2 million portfolio by reviewing the full Schedule 13F-HR (not included in the provided text).
- Confirm whether this filing represents the total holdings of the manager or if other managers report additional holdings (indicated as "NONE" for other included managers).
- Consult the company's 10-Q or 10-K filings for actual operating financial results, as this 13F only discloses the company's role as an investment manager.