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 24, 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 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,289 |
Reported balance
After 2026-08-22 transaction · row 1
1 source rowRow 1 · 2026-08-22 · Exercise / conversion · Acquired 441 · Balance 17,289 |
| 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 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-22 · Exercise / conversion · Disposed 441 · Balance 441 F1: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2: 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: Restricted Stock Units convert to shares of common stock on a one-for-one basis.
F2: 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 |
|---|---|---|---|---|---|---|
| January 26, 2016 Filed Jan 27, 2016 01:36 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 267 | $69.96 | $18,679.32 |
DisclosureSEC source: 0001127602-16-037978 · form4.xml · nonDerivative · entry 1 Roos John Victor · CIK 0001586704 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,612 F1 · date: Pursuant to a 10b5-1 Plan. Read SEC document |
| January 19, 2016 Filed Jan 20, 2016 01:40 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 267 | $71.94 | $19,207.98 |
DisclosureSEC source: 0001127602-16-037268 · form4.xml · nonDerivative · entry 1 Roos John Victor · CIK 0001586704 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,879 F1 · date: Pursuant to a 10b5-1 Plan. Read SEC document |
| January 12, 2016 Filed Jan 13, 2016 00:27 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 267 | $73.97 | $19,749.99 |
DisclosureSEC source: 0001127602-16-036837 · form4.xml · nonDerivative · entry 1 Roos John Victor · CIK 0001586704 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,146 F1 · date: Pursuant to a 10b5-1 Plan. Read SEC document |
| January 05, 2016 Filed Jan 6, 2016 01:24 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 267 | $77.07 | $20,577.69 |
DisclosureSEC source: 0001127602-16-036167 · form4.xml · nonDerivative · entry 1 Roos John Victor · CIK 0001586704 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,413 F1 · date: Pursuant to a 10b5-1 Plan. Read SEC document |
| December 29, 2015 Filed Dec 29, 2015 22:59 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 267 | $78.50 | $20,959.50 |
DisclosureSEC source: 0001127602-15-035044 · form4.xml · nonDerivative · entry 1 Roos John Victor · CIK 0001586704 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,680 F1 · date: Pursuant to a 10b5-1 Plan. Read SEC document |
| December 22, 2015 Filed Dec 22, 2015 23:21 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 267 | $77.52 | $20,697.84 |
DisclosureSEC source: 0001127602-15-034815 · form4.xml · nonDerivative · entry 1 Roos John Victor · CIK 0001586704 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,947 F1 · date: Pursuant to a 10b5-1 Plan. Read SEC document |
| December 15, 2015 Filed Dec 16, 2015 00:26 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 267 | $77.66 | $20,735.22 |
DisclosureSEC source: 0001127602-15-034179 · form4.xml · nonDerivative · entry 1 Roos John Victor · CIK 0001586704 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,214 F1 · date: Pursuant to a 10b5-1 Plan. Read SEC document |
| November 22, 2015 Filed Nov 24, 2015 00:00 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 1,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-032390 · form4.xml · nonDerivative · entry 1 Roos John Victor · CIK 0001586704 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,481 F1 · price: Shares awarded from the Issuer's 2013 Equity Incentive Plan for board service. Read SEC document |
| August 22, 2015 Filed Aug 24, 2015 22:34 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 1,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-025721 · form4.xml · nonDerivative · entry 1 Roos John Victor · CIK 0001586704 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,778 F1 · price: Shares awarded from the Issuer's 2013 Equity Incentive Plan for board service. Read SEC document |
| May 22, 2015 Filed May 23, 2015 00:38 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 1,862 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-018440 · form4.xml · nonDerivative · entry 1 Roos John Victor · CIK 0001586704 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,053 F1 · price: Shares awarded from the Issuer's 2013 Equity Incentive Plan for board service. Read SEC document |
| February 22, 2015 Filed Feb 24, 2015 02:03 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 2,159 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-007811 · form4.xml · nonDerivative · entry 1 Roos John Victor · CIK 0001586704 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,191 F1 · price: Shares awarded from the Issuer's 2013 Equity Incentive Plan for board service. Read SEC document |
| November 25, 2014 Filed Nov 25, 2014 21:53 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 2,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-033450 · form4.xml · nonDerivative · entry 1 Roos John Victor · CIK 0001586704 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,032 F1 · price: Shares awarded from the Issuer's 2013 Equity Incentive Plan for board service. Read SEC document |
| August 26, 2014 Filed Aug 26, 2014 23:26 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 2,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-026568 · form4.xml · nonDerivative · entry 1 Roos John Victor · CIK 0001586704 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,871 F1 · price: Shares awarded from the Issuer's 2013 Equity Incentive Plan for board service. Read SEC document |
| May 27, 2014 Filed May 28, 2014 22:56 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 2,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-019077 · form4.xml · nonDerivative · entry 1 Roos John Victor · CIK 0001586704 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,596 F1 · price: Shares awarded from the Issuer's 2013 Equity Incentive Plan for board service. Read SEC document |
| February 25, 2014 Filed Feb 25, 2014 22:42 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 3,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-008374 · form4.xml · nonDerivative · entry 1 Roos John Victor · CIK 0001586704 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,400 F1 · price: Shares awarded from the Issuer's 2013 Equity Incentive Plan for board service. Read SEC document |
| November 26, 2013 Filed Nov 29, 2013 18:28 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 3,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-033187 · form4.xml · nonDerivative · entry 1 Roos John Victor · CIK 0001586704 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,200 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.