Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Salesforce, Inc.CRM · Entity 2842 | Chief Product & Impact Officer | April 22, 2025 | April 24, 2025 |
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 April 22, 2025 · Filed April 24, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,273 |
Ending reported balance
After 2025-04-23 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-04-22 · Exercise / conversion · Acquired 1,769 · Balance 37,859 Row 2 · 2025-04-23 · Sale · Disposed 889 · Balance 36,970 F1: 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, 2025. Row 3 · 2025-04-23 · Sale · Disposed 3,697 · Balance 33,273 F2: 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, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-04-22 | Direct | 14,149 |
Reported balance
After 2025-04-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-04-22 · Exercise / conversion · Disposed 1,769 · Balance 14,149 F3: 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 April 22, 2024 and vest as to 1/16 of the original grant quarterly thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: 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, 2025.
F2: 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, 2025.
F3: 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 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 |
|---|---|---|---|---|---|---|
| April 23, 2024 Filed Apr 24, 2024 01:37 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,144 | $273.15 | $585,638.32 |
DisclosureSEC source: 0001127602-24-013275 · form4.xml · nonDerivative · entry 6 SCHMAIER R DAVID · CIK 0001238464 · Pres. & Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,787 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 01:37 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,318 | $273.15 | $633,166.80 |
DisclosureSEC source: 0001127602-24-013275 · form4.xml · nonDerivative · entry 5 SCHMAIER R DAVID · CIK 0001238464 · Pres. & Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,931 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 01:37 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 3,552 | $273.15 | $970,236.61 |
DisclosureSEC source: 0001127602-24-013275 · form4.xml · nonDerivative · entry 4 SCHMAIER R DAVID · CIK 0001238464 · Pres. & Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,249 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 01:37 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 267 | $273.15 | $72,931.64 |
DisclosureSEC source: 0001127602-24-013275 · form4.xml · nonDerivative · entry 3 SCHMAIER R DAVID · CIK 0001238464 · Pres. & Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,801 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 01:37 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 7,074 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013275 · form4.xml · derivative · entry 8 SCHMAIER R DAVID · CIK 0001238464 · Pres. & Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,223 Underlying: Common Stock · 7,074 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 01:37 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 531 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013275 · form4.xml · derivative · entry 7 SCHMAIER R DAVID · CIK 0001238464 · Pres. & Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 531 Underlying: Common Stock · 531 shares Expires 2024-07-22 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 July 22, 2021 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| April 22, 2024 Filed Apr 24, 2024 01:37 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 7,074 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013275 · form4.xml · nonDerivative · entry 2 SCHMAIER R DAVID · CIK 0001238464 · Pres. & Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,068 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 01:37 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 531 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013275 · form4.xml · nonDerivative · entry 1 SCHMAIER R DAVID · CIK 0001238464 · Pres. & Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,994 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 16, 2024 Filed Apr 17, 2024 22:46 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 3,910 | $274.77 | $1,074,360.48 |
DisclosureSEC source: 0001127602-24-013119 · form4.xml · nonDerivative · entry 1 SCHMAIER R DAVID · CIK 0001238464 · Pres. & Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,463 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 performance-based restricted stock unit award that vested based on the holder's continued employment through April 15, 2024. Read SEC document |
| April 09, 2024 Filed Apr 10, 2024 21:09 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 7,786 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-012776 · form4.xml · nonDerivative · entry 1 SCHMAIER R DAVID · CIK 0001238464 · Pres. & Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,373 F1 · shares: 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 March 22, 2024. Such shares will become vested, if at all, subject to the holder's continued employment through April 15, 2024. 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.