Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Salesforce, Inc.CRM · Entity 2842 | Director | August 22, 2026 | August 25, 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 August 22, 2026 · Filed August 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,490 |
Ending reported balance
After 2026-08-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-22 · Exercise / conversion · Acquired 441 · Balance 8,557 Row 2 · 2026-08-22 · Tax withholding · Disposed 67 · Balance 8,490 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 2026-11-22 | Direct | 441 |
Reported balance
After 2026-08-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-22 · Exercise / conversion · Disposed 441 · Balance 441 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 each of February 22, 2026, May 22, 2026, August 22, 2026, and November 22, 2026. |
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 each of February 22, 2026, May 22, 2026, August 22, 2026, and November 22, 2026.
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 |
|---|---|---|---|---|---|---|
| August 22, 2018 Filed Aug 24, 2018 00:00 UTC | Salesforce, Inc. CRM · Entity 2842 | Tax withholdingCommon Stock | 268 | $146.46 | $39,251.28 |
DisclosureSEC source: 0001127602-18-026147 · form4.xml · nonDerivative · entry 2 KROES NEELIE · CIK 0001202423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,592 F2 · shares: Shares withheld to satisfy the reporting person's tax liability in connection with the issuance of common stock pursuant to the award reported in row 1 above. Read SEC document |
| August 22, 2018 Filed Aug 24, 2018 00:00 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 894 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-026147 · form4.xml · nonDerivative · entry 1 KROES NEELIE · CIK 0001202423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,860 F1 · price: Shares awarded from the Issuer's 2013 Equity Incentive Plan for board service. Read SEC document |
| May 22, 2018 Filed May 22, 2018 23:19 UTC | Salesforce, Inc. CRM · Entity 2842 | Tax withholdingCommon Stock | 309 | $125.44 | $38,760.96 |
DisclosureSEC source: 0001127602-18-018464 · form4.xml · nonDerivative · entry 2 KROES NEELIE · CIK 0001202423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,966 F2 · shares: Shares withheld to satisfy the reporting person's tax liability in connection with the issuance of common stock pursuant to the award reported in row 1 above. Read SEC document |
| May 22, 2018 Filed May 22, 2018 23:19 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 1,033 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-018464 · form4.xml · nonDerivative · entry 1 KROES NEELIE · CIK 0001202423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,275 F1 · price: Shares awarded from the Issuer's 2013 Equity Incentive Plan for board service. Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 00:23 UTC | Salesforce, Inc. CRM · Entity 2842 | Tax withholdingCommon Stock | 351 | $113.00 | $39,663.00 |
DisclosureSEC source: 0001127602-18-007844 · form4.xml · nonDerivative · entry 2 KROES NEELIE · CIK 0001202423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,242 F2 · shares: Shares withheld to satisfy the reporting person's tax liability in connection with the issuance of common stock pursuant to the award reported in row 1 above. Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 00:23 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 1,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007844 · form4.xml · nonDerivative · entry 1 KROES NEELIE · CIK 0001202423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,593 F1 · price: Shares awarded from the Issuer's 2013 Equity Incentive Plan for board service. Read SEC document |
| November 22, 2017 Filed Nov 28, 2017 00:46 UTC | Salesforce, Inc. CRM · Entity 2842 | Tax withholdingCommon Stock | 389 | $106.83 | $41,556.87 |
DisclosureSEC source: 0001127602-17-033315 · form4.xml · nonDerivative · entry 2 KROES NEELIE · CIK 0001202423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,423 F2 · shares: Shares withheld to satisfy the reporting person's tax liability in connection with the issuance of common stock pursuant to the award reported in row 1 above. Read SEC document |
| November 22, 2017 Filed Nov 28, 2017 00:46 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 1,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-033315 · form4.xml · nonDerivative · entry 1 KROES NEELIE · CIK 0001202423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,812 F1 · price: Shares awarded from the Issuer's 2013 Equity Incentive Plan for board service. Read SEC document |
| August 22, 2017 Filed Aug 23, 2017 00:46 UTC | Salesforce, Inc. CRM · Entity 2842 | Tax withholdingCommon Stock | 422 | $92.95 | $39,224.90 |
DisclosureSEC source: 0001127602-17-026259 · form4.xml · nonDerivative · entry 2 KROES NEELIE · CIK 0001202423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,514 F2 · shares: Shares withheld to satisfy the reporting person's tax liability in connection with the issuance of common stock pursuant to the award reported in row 1 above. Read SEC document |
| August 22, 2017 Filed Aug 23, 2017 00:46 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 1,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026259 · form4.xml · nonDerivative · entry 1 KROES NEELIE · CIK 0001202423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,936 F1 · price: Shares awarded from the Issuer's 2013 Equity Incentive Plan for board service. Read SEC document |
| May 22, 2017 Filed May 23, 2017 01:40 UTC | Salesforce, Inc. CRM · Entity 2842 | Tax withholdingCommon Stock | 450 | $88.94 | $40,023.00 |
DisclosureSEC source: 0001127602-17-019094 · form4.xml · nonDerivative · entry 2 KROES NEELIE · CIK 0001202423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,528 F2 · shares: Shares withheld to satisfy the reporting person's tax liability in connection with the issuance of common stock pursuant to the award reported in row 1 above. Read SEC document |
| May 22, 2017 Filed May 23, 2017 01:40 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019094 · form4.xml · nonDerivative · entry 1 KROES NEELIE · CIK 0001202423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,978 F1 · price: Shares awarded from the Issuer's 2013 Equity Incentive Plan for board service. Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 01:54 UTC | Salesforce, Inc. CRM · Entity 2842 | Tax withholdingCommon Stock | 515 | $82.08 | $42,271.20 |
DisclosureSEC source: 0001127602-17-007891 · form4.xml · nonDerivative · entry 2 KROES NEELIE · CIK 0001202423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,478 F2 · shares: Shares withheld to satisfy the reporting person's tax liability in connection with the issuance of common stock pursuant to the award reported in row 1 above. Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 01:54 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 1,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007891 · form4.xml · nonDerivative · entry 1 KROES NEELIE · CIK 0001202423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,993 F1 · price: Shares awarded from the Issuer's 2013 Equity Incentive Plan for board service. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 00:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Tax withholdingCommon Stock | 513 | $75.57 | $38,767.41 |
DisclosureSEC source: 0001127602-16-068232 · form4.xml · nonDerivative · entry 2 KROES NEELIE · CIK 0001202423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,275 F2 · price: Shares withheld to satisfy the reporting person's tax liability in connection with the issuance of common stock pursuant to the award reported in row 1 above. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 00:33 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 1,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-068232 · form4.xml · nonDerivative · entry 1 KROES NEELIE · CIK 0001202423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,788 F1 · price: Shares awarded from the Issuer's 2013 Equity Incentive Plan for board service. Read SEC document |
| August 22, 2016 Filed Aug 24, 2016 01:08 UTC | Salesforce, Inc. CRM · Entity 2842 | Tax withholdingCommon Stock | 462 | $77.25 | $35,689.50 |
DisclosureSEC source: 0001127602-16-061011 · form4.xml · nonDerivative · entry 2 KROES NEELIE · CIK 0001202423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,078 F2 · price: Shares withheld to satisfy the reporting person's tax liability in connection with the issuance of common stock pursuant to the award reported in row 1 above. Read SEC document |
| August 22, 2016 Filed Aug 24, 2016 01:08 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 1,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-061011 · form4.xml · nonDerivative · entry 1 KROES NEELIE · CIK 0001202423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,540 F1 · price: Shares awarded from the Issuer's 2013 Equity Incentive Plan for board service. 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.