Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Salesforce, Inc.CRM · Entity 2842 | Advisor to CEO | 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 | 6,487 |
Ending reported balance
After 2025-04-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-04-22 · Exercise / conversion · Acquired 1,948 · Balance 7,466 Row 2 · 2025-04-23 · Sale · Disposed 979 · Balance 6,487 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-04-22 | Direct | 15,581 |
Reported balance
After 2025-04-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-04-22 · Exercise / conversion · Disposed 1,948 · Balance 15,581 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 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: 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 |
|---|---|---|---|---|---|---|
| June 22, 2024 Filed Jun 24, 2024 23:50 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,706 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019183 · form4.xml · derivative · entry 6 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,946 Underlying: Common Stock · 1,706 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. F4 · 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 23:50 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,634 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019183 · form4.xml · derivative · entry 5 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,904 Underlying: Common Stock · 1,634 shares Expires 2025-03-22 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, 2022, and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| June 22, 2024 Filed Jun 24, 2024 23:50 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019183 · form4.xml · nonDerivative · entry 2 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,340 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 22, 2024 Filed Jun 24, 2024 23:50 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019183 · form4.xml · nonDerivative · entry 1 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,634 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 |
| May 22, 2024 Filed May 23, 2024 21:13 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,107 | $0.00 Strike: $218.21 | $0.00 |
DisclosureSEC source: 0001127602-24-016463 · form4.xml · derivative · entry 7 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,347 Underlying: Common Stock · 2,107 shares Expires 2029-03-22 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. 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 December 22, 2023. F4 · derivative.exercise_date: Option is exercisable and vests over four years at the rate of 25% on March 22, 2023, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| May 22, 2024 Filed May 23, 2024 21:13 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,017 | $0.00 Strike: $215.17 | $0.00 |
DisclosureSEC source: 0001127602-24-016463 · form4.xml · derivative · entry 6 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,179 Underlying: Common Stock · 2,017 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. 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 December 22, 2023. F3 · derivative.exercise_date: Option is exercisable and vests over four years at the rate of 25% on March 22, 2022, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| May 22, 2024 Filed May 23, 2024 21:13 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,038 | $0.00 Strike: $186.51 | $0.00 |
DisclosureSEC source: 0001127602-24-016463 · form4.xml · derivative · entry 5 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 69,283 Underlying: Common Stock · 2,038 shares Expires 2030-03-22 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. 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 December 22, 2023. F2 · derivative.exercise_date: Option is exercisable and vests over four years at the rate of 25% on March 22, 2024, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| May 22, 2024 Filed May 23, 2024 21:13 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 6,162 | $283.41 | $1,746,372.42 |
DisclosureSEC source: 0001127602-24-016463 · form4.xml · nonDerivative · entry 4 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 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 December 22, 2023. Read SEC document |
| May 22, 2024 Filed May 23, 2024 21:13 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,107 | $218.21 | $459,768.47 |
DisclosureSEC source: 0001127602-24-016463 · form4.xml · nonDerivative · entry 3 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,162 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. 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 December 22, 2023. Read SEC document |
| May 22, 2024 Filed May 23, 2024 21:13 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,017 | $215.17 | $433,997.89 |
DisclosureSEC source: 0001127602-24-016463 · form4.xml · nonDerivative · entry 2 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,055 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. 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 December 22, 2023. Read SEC document |
| May 22, 2024 Filed May 23, 2024 21:13 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,038 | $186.51 | $380,107.38 |
DisclosureSEC source: 0001127602-24-016463 · form4.xml · nonDerivative · entry 1 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,038 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. 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 December 22, 2023. Read SEC document |
| May 15, 2024 Filed May 16, 2024 20:53 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,106 | $0.00 Strike: $218.21 | $0.00 |
DisclosureSEC source: 0001127602-24-015700 · form4.xml · derivative · entry 3 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,454 Underlying: Common Stock · 2,106 shares Expires 2029-03-22 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. 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 December 22, 2023. F2 · derivative.exercise_date: Option is exercisable and vests over four years at the rate of 25% on March 22, 2023, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| May 15, 2024 Filed May 16, 2024 20:53 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,106 | $280.00 | $589,680.00 |
DisclosureSEC source: 0001127602-24-015700 · form4.xml · nonDerivative · entry 2 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 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 December 22, 2023. Read SEC document |
| May 15, 2024 Filed May 16, 2024 20:53 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,106 | $218.21 | $459,550.26 |
DisclosureSEC source: 0001127602-24-015700 · form4.xml · nonDerivative · entry 1 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,106 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. 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 December 22, 2023. Read SEC document |
| April 24, 2024 Filed Apr 25, 2024 20:29 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 4,204 | $278.00 | $1,168,712.00 |
DisclosureSEC source: 0001127602-24-013399 · form4.xml · nonDerivative · entry 1 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 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 December 22, 2023. Read SEC document |
| April 23, 2024 Filed Apr 24, 2024 01:21 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 3,912 | $273.15 | $1,068,571.41 |
DisclosureSEC source: 0001127602-24-013269 · form4.xml · nonDerivative · entry 8 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,204 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 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 01:21 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 329 | $273.15 | $89,867.07 |
DisclosureSEC source: 0001127602-24-013269 · form4.xml · nonDerivative · entry 7 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,116 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 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 01:21 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 7,790 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013269 · form4.xml · derivative · entry 13 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,371 Underlying: Common Stock · 7,790 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. F6 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F8 · 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 01:21 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 655 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013269 · form4.xml · derivative · entry 12 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 655 shares Expires 2024-04-22 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. F6 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F7 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on April 22, 2021, and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| April 22, 2024 Filed Apr 24, 2024 01:21 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,018 | $0.00 Strike: $215.17 | $0.00 |
DisclosureSEC source: 0001127602-24-013269 · form4.xml · derivative · entry 11 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,196 Underlying: Common Stock · 2,018 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. 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 December 22, 2023. F5 · derivative.exercise_date: Option is exercisable and vests over four years at the rate of 25% on March 22, 2022, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| April 22, 2024 Filed Apr 24, 2024 01:21 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,037 | $0.00 Strike: $186.51 | $0.00 |
DisclosureSEC source: 0001127602-24-013269 · form4.xml · derivative · entry 10 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 71,321 Underlying: Common Stock · 2,037 shares Expires 2030-03-22 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. 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 December 22, 2023. F4 · derivative.exercise_date: Option is exercisable and vests over four years at the rate of 25% on March 22, 2024, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| April 22, 2024 Filed Apr 24, 2024 01:21 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 1,746 | $0.00 Strike: $154.14 | $0.00 |
DisclosureSEC source: 0001127602-24-013269 · form4.xml · derivative · entry 9 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,746 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. 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 December 22, 2023. F3 · derivative.exercise_date: Option is exercisable and vests over four years at the rate of 25% on April 22, 2021, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| April 22, 2024 Filed Apr 24, 2024 01:21 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 7,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013269 · form4.xml · nonDerivative · entry 6 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,445 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 01:21 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 655 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013269 · form4.xml · nonDerivative · entry 5 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 655 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 01:21 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,801 | $279.10 | $1,619,059.10 |
DisclosureSEC source: 0001127602-24-013269 · form4.xml · nonDerivative · entry 4 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 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 December 22, 2023. Read SEC document |
| April 22, 2024 Filed Apr 24, 2024 01:21 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,018 | $215.17 | $434,213.06 |
DisclosureSEC source: 0001127602-24-013269 · form4.xml · nonDerivative · entry 3 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,801 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. 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 December 22, 2023. Read SEC document |
| April 22, 2024 Filed Apr 24, 2024 01:21 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,037 | $186.51 | $379,920.87 |
DisclosureSEC source: 0001127602-24-013269 · form4.xml · nonDerivative · entry 2 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,783 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. 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 December 22, 2023. Read SEC document |
| April 22, 2024 Filed Apr 24, 2024 01:21 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,746 | $154.14 | $269,128.44 |
DisclosureSEC source: 0001127602-24-013269 · form4.xml · nonDerivative · entry 1 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,746 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. 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 December 22, 2023. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 20:17 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 24,453 | $0.00 Strike: $186.51 | $0.00 |
DisclosureSEC source: 0001127602-24-011829 · form4.xml · derivative · entry 5 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 73,358 Underlying: Common Stock · 24,453 shares Expires 2030-03-22 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. 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 December 22, 2023. F5 · derivative.exercise_date: Option vests over four years at the rate of 25% on March 22, 2024, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 20:17 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 3,000 | $303.21 | $909,627.00 |
DisclosureSEC source: 0001127602-24-011829 · form4.xml · nonDerivative · entry 4 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 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 December 22, 2023. F4 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $303.1400 to $303.3100 inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 20:17 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 8,041 | $302.61 | $2,433,323.19 |
DisclosureSEC source: 0001127602-24-011829 · form4.xml · nonDerivative · entry 3 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,000 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 December 22, 2023. F3 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $302.1300 to $303.1100 inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 20:17 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 13,412 | $301.51 | $4,043,912.47 |
DisclosureSEC source: 0001127602-24-011829 · form4.xml · nonDerivative · entry 2 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,041 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 December 22, 2023. F2 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $301.1300 to $301.8800 inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 20:17 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 24,453 | $186.51 | $4,560,729.03 |
DisclosureSEC source: 0001127602-24-011829 · form4.xml · nonDerivative · entry 1 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,453 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. 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 December 22, 2023. Read SEC document |
| March 26, 2024 Filed Mar 27, 2024 20:51 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,663 | $307.50 | $511,372.50 |
DisclosureSEC source: 0001127602-24-011298 · form4.xml · nonDerivative · entry 1 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 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 March 20, 2023. Read SEC document |
| March 25, 2024 Filed Mar 27, 2024 01:03 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 858 | $305.46 | $262,082.62 |
DisclosureSEC source: 0001127602-24-011226 · form4.xml · nonDerivative · entry 4 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,663 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 March 22, 2024. Read SEC document |
| March 25, 2024 Filed Mar 27, 2024 01:03 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 821 | $305.46 | $250,780.69 |
DisclosureSEC source: 0001127602-24-011226 · form4.xml · nonDerivative · entry 3 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,521 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 22, 2024 23:56 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 8,646 | $0.00 Strike: $240.95 | $0.00 |
DisclosureSEC source: 0001127602-24-011015 · form4.xml · derivative · entry 9 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 95,106 Underlying: Common Stock · 8,646 shares Expires 2028-02-22 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. 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 March 20, 2023. F5 · derivative.exercise_date: Option is exercisable and vests over four years at the rate of 25% on February 22, 2022, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| March 22, 2024 Filed Mar 22, 2024 23:56 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,107 | $0.00 Strike: $218.21 | $0.00 |
DisclosureSEC source: 0001127602-24-011015 · form4.xml · derivative · entry 8 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 50,560 Underlying: Common Stock · 2,107 shares Expires 2029-03-22 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. 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 March 20, 2023. F4 · derivative.exercise_date: Option is exercisable and vests over four years at the rate of 25% on March 22, 2023, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| March 22, 2024 Filed Mar 22, 2024 23:56 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,018 | $0.00 Strike: $215.17 | $0.00 |
DisclosureSEC source: 0001127602-24-011015 · form4.xml · derivative · entry 7 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,214 Underlying: Common Stock · 2,018 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. 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 March 20, 2023. F3 · derivative.exercise_date: Option is exercisable and vests over four years at the rate of 25% on March 22, 2022, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| March 22, 2024 Filed Mar 22, 2024 23:56 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 1,745 | $0.00 Strike: $154.14 | $0.00 |
DisclosureSEC source: 0001127602-24-011015 · form4.xml · derivative · entry 6 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,746 Underlying: Common Stock · 1,745 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. 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 March 20, 2023. F2 · derivative.exercise_date: Option is exercisable and vests over four years at the rate of 25% on April 22, 2021, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| March 22, 2024 Filed Mar 22, 2024 23:56 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 14,516 | $309.32 | $4,490,089.12 |
DisclosureSEC source: 0001127602-24-011015 · form4.xml · nonDerivative · entry 5 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 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 March 20, 2023. Read SEC document |
| March 22, 2024 Filed Mar 22, 2024 23:56 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 8,646 | $240.95 | $2,083,253.70 |
DisclosureSEC source: 0001127602-24-011015 · form4.xml · nonDerivative · entry 4 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,516 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. 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 March 20, 2023. Read SEC document |
| March 22, 2024 Filed Mar 22, 2024 23:56 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,107 | $218.21 | $459,768.47 |
DisclosureSEC source: 0001127602-24-011015 · form4.xml · nonDerivative · entry 3 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,870 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. 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 March 20, 2023. Read SEC document |
| March 22, 2024 Filed Mar 22, 2024 23:56 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,018 | $215.17 | $434,213.06 |
DisclosureSEC source: 0001127602-24-011015 · form4.xml · nonDerivative · entry 2 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,763 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. 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 March 20, 2023. Read SEC document |
| March 22, 2024 Filed Mar 22, 2024 23:56 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,745 | $154.14 | $268,974.30 |
DisclosureSEC source: 0001127602-24-011015 · form4.xml · nonDerivative · entry 1 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,745 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. 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 March 20, 2023. Read SEC document |
| March 22, 2024 Filed Mar 27, 2024 01:03 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 19,496 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-011226 · form4.xml · derivative · entry 8 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,496 Underlying: Common Stock · 19,496 shares Expires 2028-03-22 F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F6 · 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 01:03 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 58,441 | $0.00 Strike: $307.77 | $0.00 |
DisclosureSEC source: 0001127602-24-011226 · form4.xml · derivative · entry 7 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,441 Underlying: Common Stock · 58,441 shares Expires 2031-03-22 F5 · derivative.exercise_date: Option vests over four years at the rate of 25% on March 22, 2025, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| March 22, 2024 Filed Mar 27, 2024 01:03 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,707 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-011226 · form4.xml · derivative · entry 6 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,652 Underlying: Common Stock · 1,707 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. F4 · 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 01:03 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,635 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-011226 · form4.xml · derivative · entry 5 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,538 Underlying: Common Stock · 1,635 shares Expires 2025-03-22 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, 2022, and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| March 22, 2024 Filed Mar 27, 2024 01:03 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,707 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-011226 · form4.xml · nonDerivative · entry 2 Millham Brian · CIK 0001943041 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,342 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.