SEC Filing Summary: Salesforce, Inc. (13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Salesforce.com, Inc. as an institutional investment manager. The report covers the quarter ended March 31, 2020, and was signed on May 8, 2020, by Joe Allanson, Principal Accounting Officer. This document discloses the equity securities held by the company's investment portfolio, not the operating results of Salesforce itself.
Key Financial Metrics
The filing provides aggregate data regarding the manager's holdings rather than corporate financial performance metrics such as revenue or profit.
- Total Value of Reported Holdings: $464,262,000 (reported in thousands).
- Number of Holdings Reported: 3 entries.
- Other Included Managers: 0.
Note: This filing does not contain data on Salesforce, Inc.'s revenue, profit, cash flow, margins, debt, or liquidity. Those metrics are found in the company's 10-Q or 10-K filings.
Material Changes
The filing text does not provide comparative data against the prior period (December 31, 2019) to determine material changes in holdings value or composition. It only presents the snapshot of holdings as of March 31, 2020.
Guidance, Outlook, and Risks
This form is a regulatory disclosure of investment holdings and does not contain management commentary, forward-looking guidance, risk factors, or contingencies related to the company's business operations.
Investor Verification Checklist
- Verify that the $464.3 million represents the total value of the investment portfolio managed by Salesforce, not the company's market capitalization or cash reserves.
- Confirm that the 3 reported entries represent the only equity securities held by the manager at the end of the quarter.
- Refer to Salesforce's 10-Q for the quarter ended March 31, 2020, for actual operating financial results (revenue, earnings, cash flow).