Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCKESSON CORPMCK · Entity 2904 | SVP & Controller | June 15, 2021 | June 16, 2021 |
| Salesforce, Inc.CRM · Entity 2842 | EVP & Chief Accounting Officer | January 22, 2026 | January 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.
MCKESSON CORP
Report date June 15, 2021 · Filed June 16, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,290 |
Reported balance
After 2021-06-15 transaction · row 1
1 source rowRow 1 · 2021-06-15 · Sale · Disposed 450 · Balance 3,290 F1: Sale pursuant to a previously adopted plan dated November 24, 2020 in compliance with Rule 10b5-1. |
Filing footnotes · ownership attribution and instrument terms
F1: Sale pursuant to a previously adopted plan dated November 24, 2020 in compliance with Rule 10b5-1.
Salesforce, Inc.
Report date January 22, 2026 · Filed January 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,912 |
Ending reported balance
After 2026-01-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-01-22 · Exercise / conversion · Acquired 487 · Balance 14,155 Row 2 · 2026-01-22 · Tax withholding · Disposed 243 · Balance 13,912 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 2027-04-22 | Direct | 2,435 |
Reported balance
After 2026-01-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-22 · Exercise / conversion · Disposed 487 · Balance 2,435 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 April 22, 2024 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 April 22, 2024 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 |
|---|---|---|---|---|---|---|
| March 22, 2025 Filed Mar 25, 2025 21:27 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010382 · form4.xml · nonDerivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,219 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, 2025 Filed Mar 25, 2025 21:27 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 144 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010382 · form4.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,493 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 14, 2025 Filed Mar 18, 2025 01:48 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 2,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009716 · form4.xml · nonDerivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,349 F2 · kind: This represents the number of shares earned based upon the achievement of applicable performance criteria pursuant to a performance-based restricted stock unit award with a performance period that ended on January 31, 2025. Such shares will become vested, if at all, subject to the holder's continued employment through April 22, 2025. Read SEC document |
| March 14, 2025 Filed Mar 18, 2025 01:48 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 2,339 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009716 · form4.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,896 F1 · kind: This represents the number of shares earned based upon the achievement of applicable performance criteria pursuant to a performance-based restricted stock unit award with a performance period that ended on January 31, 2025. Such shares will become vested, if at all, subject to the holder's continued employment through March 24, 2025. Read SEC document |
| February 03, 2025 Filed Feb 4, 2025 22:52 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 500 | $335.94 | $167,970.00 |
DisclosureSEC source: 0001127602-25-003030 · form4.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,557 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 6, 2024. Read SEC document |
| January 23, 2025 Filed Jan 23, 2025 23:50 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 222 | $332.28 | $73,766.76 |
DisclosureSEC source: 0001127602-25-001899 · form4.xml · nonDerivative · entry 4 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,057 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 January 22, 2025. Read SEC document |
| January 23, 2025 Filed Jan 23, 2025 23:50 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 214 | $332.28 | $71,108.50 |
DisclosureSEC source: 0001127602-25-001899 · form4.xml · nonDerivative · entry 3 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,279 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 January 22, 2025. Read SEC document |
| January 22, 2025 Filed Jan 23, 2025 23:50 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 487 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001899 · form4.xml · derivative · entry 6 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,383 Underlying: Common Stock · 487 shares Expires 2027-04-22 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. F4 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on April 22, 2024 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| January 22, 2025 Filed Jan 23, 2025 23:50 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 422 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001899 · form4.xml · derivative · entry 5 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,269 Underlying: Common Stock · 422 shares Expires 2025-10-22 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 October 22, 2022 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| January 22, 2025 Filed Jan 23, 2025 23:50 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 487 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001899 · form4.xml · nonDerivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,493 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 |
| January 22, 2025 Filed Jan 23, 2025 23:50 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 422 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001899 · form4.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,006 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 |
| December 23, 2024 Filed Dec 24, 2024 01:28 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 65 | $339.78 | $22,085.41 |
DisclosureSEC source: 0001127602-24-029994 · form4.xml · nonDerivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,584 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 December 22, 2024. Read SEC document |
| December 22, 2024 Filed Dec 24, 2024 01:28 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 143 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029994 · form4.xml · derivative · entry 3 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 717 Underlying: Common Stock · 143 shares Expires 2026-03-22 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. 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 March 22,2023 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| December 22, 2024 Filed Dec 24, 2024 01:28 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 143 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029994 · form4.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,649 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 01, 2024 Filed Nov 4, 2024 21:49 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 500 | $290.23 | $145,115.00 |
DisclosureSEC source: 0001127602-24-026389 · form4.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,506 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 6, 2024. Read SEC document |
| October 23, 2024 Filed Oct 23, 2024 22:20 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 221 | $285.29 | $63,048.78 |
DisclosureSEC source: 0001127602-24-025894 · form4.xml · nonDerivative · entry 4 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,006 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 October 22, 2024. Read SEC document |
| October 23, 2024 Filed Oct 23, 2024 22:20 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 192 | $285.29 | $54,775.41 |
DisclosureSEC source: 0001127602-24-025894 · form4.xml · nonDerivative · entry 3 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,227 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 October 22, 2024. Read SEC document |
| October 22, 2024 Filed Oct 23, 2024 22:20 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 487 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025894 · form4.xml · derivative · entry 6 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,870 Underlying: Common Stock · 487 shares Expires 2027-04-22 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. F4 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on April 22, 2024 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| October 22, 2024 Filed Oct 23, 2024 22:20 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 423 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025894 · form4.xml · derivative · entry 5 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,691 Underlying: Common Stock · 423 shares Expires 2025-10-22 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 October 22, 2022 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| October 22, 2024 Filed Oct 23, 2024 22:20 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 487 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025894 · form4.xml · nonDerivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,419 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 |
| October 22, 2024 Filed Oct 23, 2024 22:20 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 423 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025894 · form4.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,932 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 23, 2024 Filed Sep 24, 2024 01:02 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 65 | $264.78 | $17,210.78 |
DisclosureSEC source: 0001127602-24-024326 · form4.xml · nonDerivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,509 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 September 22, 2024. Read SEC document |
| September 22, 2024 Filed Sep 24, 2024 01:02 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 143 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-024326 · form4.xml · derivative · entry 3 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 860 Underlying: Common Stock · 143 shares Expires 2026-03-22 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. 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 March 22, 2023 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| September 22, 2024 Filed Sep 24, 2024 01:02 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 143 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-024326 · form4.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,574 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 |
| July 23, 2024 Filed Jul 23, 2024 23:37 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 221 | $255.78 | $56,527.09 |
DisclosureSEC source: 0001127602-24-020899 · form4.xml · nonDerivative · entry 4 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,431 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 July 22, 2024. Read SEC document |
| July 23, 2024 Filed Jul 23, 2024 23:37 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 192 | $255.78 | $49,109.51 |
DisclosureSEC source: 0001127602-24-020899 · form4.xml · nonDerivative · entry 3 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,652 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 July 22, 2024. Read SEC document |
| July 22, 2024 Filed Jul 23, 2024 23:37 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 487 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-020899 · form4.xml · derivative · entry 6 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,357 Underlying: Common Stock · 487 shares Expires 2027-04-22 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. F4 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on April 22, 2024 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| July 22, 2024 Filed Jul 23, 2024 23:37 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 423 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-020899 · form4.xml · derivative · entry 5 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,114 Underlying: Common Stock · 423 shares Expires 2025-10-22 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 October 22, 2022 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| July 22, 2024 Filed Jul 23, 2024 23:37 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 487 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-020899 · form4.xml · nonDerivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,844 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 |
| July 22, 2024 Filed Jul 23, 2024 23:37 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 423 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-020899 · form4.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,357 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 |
| June 24, 2024 Filed Jun 24, 2024 23:52 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 65 | $242.32 | $15,751.01 |
DisclosureSEC source: 0001127602-24-019185 · form4.xml · nonDerivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,934 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 June 22, 2024. Read SEC document |
| June 22, 2024 Filed Jun 24, 2024 23:52 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 143 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019185 · form4.xml · derivative · entry 3 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,003 Underlying: Common Stock · 143 shares Expires 2026-03-22 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. 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 March 22, 2023 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| June 22, 2024 Filed Jun 24, 2024 23:52 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 143 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019185 · form4.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,999 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 |
| April 23, 2024 Filed Apr 24, 2024 01:42 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 647 | $273.15 | $176,729.47 |
DisclosureSEC source: 0001127602-24-013277 · form4.xml · nonDerivative · entry 6 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,856 F2 · 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 performance-based restricted stock unit award that vested based on the holder's continued employment through April 22, 2024. Read SEC document |
| April 23, 2024 Filed Apr 24, 2024 01:42 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 700 | $273.15 | $191,206.54 |
DisclosureSEC source: 0001127602-24-013277 · form4.xml · nonDerivative · entry 5 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,503 F2 · 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 performance-based restricted stock unit award that vested based on the holder's continued employment through April 22, 2024. Read SEC document |
| April 23, 2024 Filed Apr 24, 2024 01:42 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 885 | $273.15 | $241,739.70 |
DisclosureSEC source: 0001127602-24-013277 · form4.xml · nonDerivative · entry 4 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,203 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 April 22, 2024. Read SEC document |
| April 23, 2024 Filed Apr 24, 2024 01:42 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 193 | $273.15 | $52,718.37 |
DisclosureSEC source: 0001127602-24-013277 · form4.xml · nonDerivative · entry 3 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,088 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 April 22, 2024. Read SEC document |
| April 22, 2024 Filed Apr 24, 2024 01:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,947 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013277 · form4.xml · derivative · entry 8 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,844 Underlying: Common Stock · 1,947 shares Expires 2027-04-22 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. F5 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on April 22, 2024 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| April 22, 2024 Filed Apr 24, 2024 01:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 423 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013277 · form4.xml · derivative · entry 7 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,537 Underlying: Common Stock · 423 shares Expires 2025-10-22 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 October 22, 2022 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| April 22, 2024 Filed Apr 24, 2024 01:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,947 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013277 · form4.xml · nonDerivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,281 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 |
| April 22, 2024 Filed Apr 24, 2024 01:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 423 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013277 · form4.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,334 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, 2024 Filed Mar 27, 2024 01:11 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 66 | $305.46 | $20,160.20 |
DisclosureSEC source: 0001127602-24-011230 · form4.xml · nonDerivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,911 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, 2024. Read SEC document |
| March 22, 2024 Filed Mar 27, 2024 01:11 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 6,905 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-011230 · form4.xml · derivative · entry 4 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,905 Underlying: Common Stock · 6,905 shares Expires 2028-03-22 F2 · 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, 2024 Filed Mar 27, 2024 01:11 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 144 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-011230 · form4.xml · derivative · entry 3 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,146 Underlying: Common Stock · 144 shares Expires 2026-03-22 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. 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 March 22, 2023 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| March 22, 2024 Filed Mar 27, 2024 01:11 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 144 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-011230 · form4.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,977 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 20, 2024 Filed Mar 21, 2024 23:13 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 2,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010923 · form4.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,833 F1 · shares: On April 8, 2023, the Reporting Person was granted PRSUs subject to vesting upon the satisfaction of certain performance criteria over specified performance periods. On March 20, 2024, the Issuer's Compensation Committee certified that performance criteria with respect to the performance period ending January 31, 2024 were achieved, and the number of shares reported in column 4 are scheduled to vest on April 22, 2024, subject to the Reporting Person's continued employment through such date. Read SEC document |
| January 23, 2024 Filed Jan 24, 2024 01:54 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 216 | $278.71 | $60,200.76 |
DisclosureSEC source: 0001127602-24-001976 · form4.xml · nonDerivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,869 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 January 22, 2024. Read SEC document |
| January 22, 2024 Filed Jan 24, 2024 01:54 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 422 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-001976 · form4.xml · derivative · entry 3 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,960 Underlying: Common Stock · 422 shares Expires 2025-10-22 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 vested as to 25% of the original grant on October 22, 2022 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| January 22, 2024 Filed Jan 24, 2024 01:54 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 422 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-001976 · form4.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,085 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 |
| December 26, 2023 Filed Dec 27, 2023 02:23 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 56 | $265.39 | $14,862.10 |
DisclosureSEC source: 0001127602-23-030453 · form4.xml · nonDerivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,663 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 December 22, 2023. 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.