Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Salesforce, Inc.CRM · Entity 2842 | President and CLO | September 22, 2026 | September 23, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Salesforce, Inc.
Report date September 22, 2026 · Filed September 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,071 |
Ending reported balance
After 2026-09-22 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-09-22 · Exercise / conversion · Acquired 1,015 · Balance 19,179 Row 2 · 2026-09-22 · Tax withholding · Disposed 562 · Balance 18,617 F1: Represents shares withheld to satisfy the reporting person's tax liability upon vesting and settlement of a restricted stock unit award. Row 3 · 2026-09-22 · Exercise / conversion · Acquired 1,017 · Balance 19,634 Row 4 · 2026-09-22 · Tax withholding · Disposed 563 · Balance 19,071 F1: Represents shares withheld to satisfy the reporting person's tax liability upon vesting and settlement of a restricted stock unit award. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2028-03-22 | Direct | 6,093 |
Reported balance
After 2026-09-22 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-09-22 · Exercise / conversion · Disposed 1,015 · Balance 6,093 F2: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F3: These restricted stock units vest as to 25% of the original grant on March 22, 2025 and vest as to 1/16 of the original grant quarterly thereafter. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2029-03-22 | Direct | 10,173 |
Reported balance
After 2026-09-22 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-09-22 · Exercise / conversion · Disposed 1,017 · Balance 10,173 F2: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F4: These restricted stock units vest as to 25% of the original grant on March 22, 2026 and vest as to 1/16 of the original grant quarterly thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy the reporting person's tax liability upon vesting and settlement of a restricted stock unit award.
F2: Restricted Stock Units convert to shares of common stock on a one-for-one basis.
F3: These restricted stock units vest as to 25% of the original grant on March 22, 2025 and vest as to 1/16 of the original grant quarterly thereafter.
F4: These restricted stock units vest as to 25% of the original grant on March 22, 2026 and vest as to 1/16 of the original grant quarterly thereafter.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 22, 2025 Filed May 24, 2025 01:11 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015573 · form4.xml · nonDerivative · entry 1 Niles Sabastian · CIK 0001988207 · President and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,428 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 25, 2025 Filed Mar 25, 2025 21:12 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,537 | $286.37 | $440,150.69 |
DisclosureSEC source: 0001127602-25-010371 · form4.xml · nonDerivative · entry 3 Niles Sabastian · CIK 0001988207 · President and CLO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,766 F2 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2024. Read SEC document |
| March 24, 2025 Filed Mar 25, 2025 21:12 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,012 | $284.58 | $572,574.36 |
DisclosureSEC source: 0001127602-25-010371 · form4.xml · nonDerivative · entry 2 Niles Sabastian · CIK 0001988207 · President and CLO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,303 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through March 22, 2025. Read SEC document |
| March 22, 2025 Filed Mar 25, 2025 21:12 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 16,275 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010371 · form4.xml · derivative · entry 5 Niles Sabastian · CIK 0001988207 · President and CLO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,275 Underlying: Common Stock · 16,275 shares Expires 2029-03-22 F3 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F5 · derivative.exercise_date: These restricted stock snits vest as to 25% of the original grant on March 22, 2026 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| March 22, 2025 Filed Mar 25, 2025 21:12 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 4,061 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010371 · form4.xml · derivative · entry 4 Niles Sabastian · CIK 0001988207 · President and CLO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,185 Underlying: Common Stock · 4,061 shares Expires 2028-03-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F4 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on March 22, 2025 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| March 22, 2025 Filed Mar 25, 2025 21:12 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 4,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010371 · form4.xml · nonDerivative · entry 1 Niles Sabastian · CIK 0001988207 · President and CLO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,315 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 00:23 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 730 | $306.24 | $223,555.20 |
DisclosureSEC source: 0001127602-25-006997 · form4.xml · nonDerivative · entry 1 Niles Sabastian · CIK 0001988207 · President and CLO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,254 F1 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2024. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 02:23 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 690 | $307.97 | $212,496.20 |
DisclosureSEC source: 0001127602-25-006485 · form4.xml · nonDerivative · entry 2 Niles Sabastian · CIK 0001988207 · President and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,984 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through February 22, 2025. Read SEC document |
| February 22, 2025 Filed Feb 25, 2025 02:23 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,663 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006485 · form4.xml · derivative · entry 3 Niles Sabastian · CIK 0001988207 · President and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,626 Underlying: Common Stock · 1,663 shares Expires 2027-08-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F3 · derivative.exercise_date: These Restricted Stock Units vest as to 25% of the original grant on August 22, 2024 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| February 22, 2025 Filed Feb 25, 2025 02:23 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,663 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006485 · form4.xml · nonDerivative · entry 1 Niles Sabastian · CIK 0001988207 · President and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,674 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 00:46 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 548 | $341.98 | $187,405.04 |
DisclosureSEC source: 0001127602-24-028138 · form4.xml · nonDerivative · entry 1 Niles Sabastian · CIK 0001988207 · President and CLO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,011 F1 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2024. Read SEC document |
| November 25, 2024 Filed Nov 25, 2024 23:49 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 931 | $342.81 | $319,156.30 |
DisclosureSEC source: 0001127602-24-028033 · form4.xml · nonDerivative · entry 2 Niles Sabastian · CIK 0001988207 · President and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,559 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through November 22, 2024. Read SEC document |
| November 22, 2024 Filed Nov 25, 2024 23:49 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,662 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-028033 · form4.xml · derivative · entry 3 Niles Sabastian · CIK 0001988207 · President and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,289 Underlying: Common Stock · 1,662 shares Expires 2027-08-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F3 · derivative.exercise_date: These Restricted Stock Units vest as to 25% of the original grant on August 22, 2024 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| November 22, 2024 Filed Nov 25, 2024 23:49 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-028033 · form4.xml · nonDerivative · entry 1 Niles Sabastian · CIK 0001988207 · President and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,490 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 11, 2024 Filed Sep 12, 2024 20:35 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,484 | $244.81 | $608,108.04 |
DisclosureSEC source: 0001127602-24-023854 · form4.xml · nonDerivative · entry 1 Niles Sabastian · CIK 0001988207 · President and CLO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 828 F1 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2024. Read SEC document |
| August 23, 2024 Filed Aug 24, 2024 01:04 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 3,338 | $262.95 | $877,712.08 |
DisclosureSEC source: 0001127602-24-022887 · form4.xml · nonDerivative · entry 2 Niles Sabastian · CIK 0001988207 · President and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,312 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through August 22, 2024. Read SEC document |
| August 22, 2024 Filed Aug 24, 2024 01:04 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 6,650 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-022887 · form4.xml · derivative · entry 3 Niles Sabastian · CIK 0001988207 · President and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,951 Underlying: Common Stock · 6,650 shares Expires 2027-08-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F3 · derivative.exercise_date: These Restricted Stock Units vest as to 25% of the original grant on August 22, 2024 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| August 22, 2024 Filed Aug 24, 2024 01:04 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 6,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-022887 · form4.xml · nonDerivative · entry 1 Niles Sabastian · CIK 0001988207 · President and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,650 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 22, 2024 Filed Mar 27, 2024 00:50 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 16,246 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-011222 · form4.xml · derivative · entry 1 Niles Sabastian · CIK 0001988207 · President and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,246 Underlying: Common Stock · 16,246 shares Expires 2028-03-22 F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on March 22, 2025 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| August 22, 2023 Filed Aug 24, 2023 00:04 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 26,601 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-023154 · form4.xml · derivative · entry 1 Niles Sabastian · CIK 0001988207 · President and CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,601 Underlying: Common Stock · 26,601 shares Expires 2027-08-22 F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These Restricted Stock Units vest as to 25% of the original grant on August 22, 2024 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.