Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Salesforce, Inc.CRM · Entity 2842 | Chief Accounting Officer | July 26, 2021 | July 27, 2021 |
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 July 26, 2021 · Filed July 27, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,108 |
Reported balance
After 2021-07-26 transaction · row 1
1 source rowRow 1 · 2021-07-26 · Sale · Disposed 151 · Balance 31,108 F1: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date.
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, 2020 Filed Jun 24, 2020 01:21 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 331 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020301 · form4.xml · derivative · entry 4 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,317 Underlying: Common Stock · 331 shares Expires 2022-03-22 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 vested as to 25% of the original grant on March 22, 2019 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| June 22, 2020 Filed Jun 24, 2020 01:21 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020301 · form4.xml · nonDerivative · entry 2 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,849 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, 2020 Filed Jun 24, 2020 01:21 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 331 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020301 · form4.xml · nonDerivative · entry 1 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,559 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 27, 2020 Filed May 28, 2020 00:34 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 215 | $175.50 | $37,732.50 |
DisclosureSEC source: 0001127602-20-018020 · form4.xml · nonDerivative · entry 1 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,228 F1 · kind: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. Read SEC document |
| May 26, 2020 Filed May 27, 2020 00:58 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 116 | $178.43 | $20,697.95 |
DisclosureSEC source: 0001127602-20-017943 · form4.xml · nonDerivative · entry 2 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,443 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 May 22, 2020. Read SEC document |
| May 22, 2020 Filed May 27, 2020 00:58 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 331 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-017943 · form4.xml · derivative · entry 3 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 662 Underlying: Common Stock · 331 shares Expires 2020-11-22 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 November 22, 2017 and vest as to 1/16th of the original grant quarterly thereafter. Read SEC document |
| May 22, 2020 Filed May 27, 2020 00:58 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 331 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-017943 · form4.xml · nonDerivative · entry 1 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,559 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, 2020 Filed Apr 24, 2020 20:49 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 4,866 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-014473 · form4.xml · derivative · entry 3 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,866 Underlying: Common Stock · 4,866 shares Expires 2024-04-22 F4 · 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, 2021 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| April 22, 2020 Filed Apr 24, 2020 20:49 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 32,664 | $154.14 Strike: $154.14 | $5,034,828.96 |
DisclosureSEC source: 0001127602-20-014473 · form4.xml · derivative · entry 2 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,664 Underlying: Common Stock · 32,664 shares Expires 2027-04-22 F3 · derivative.exercise_date: Option 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, 2020 Filed Apr 24, 2020 20:49 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantPerformance-Based Restricted Stock Units · Derivative | 5,397 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-014473 · form4.xml · derivative · entry 1 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,397 Underlying: Common Stock · 5,397 shares Expires 2023-05-15 F1 · derivative.exercise_price: Each performance-based restricted stock unit, or PRSU, represents a contingent right to receive one share of Issuer common stock. F2 · derivative.exercise_date: The PRSUs will vest depending on Issuer's total shareholder return ("TSR") over the three-year period from the grant date (the "Performance Period"), relative to companies in the NASDAQ-100 Index as of the grant date (the "Index Group"). If Issuer's TSR over the Performance Period is at the 60th percentile when ranked against the Index Group TSRs, 100% of the target number of shares will vest. For every percentile by which Issuer's TSR ranking within the Index Group exceeds the 60th percentile, shares vesting will increase by 3 and 1/3%, up to a maximum payout of 200% of target if Issuer's TSR ranking is at the 99th percentile. For every percentile by which Issuer's TSR ranking within the Index Group is below the 60th percentile, shares vesting will decrease by 2 and 22/39%, with no payout if Issuer's TSR ranking is below the 30th percentile. If Issuer's absolute TSR over the Performance Period is negative, the number of shares vesting will not exceed 100% of target. F2 · derivative.expiration_date: The PRSUs will vest depending on Issuer's total shareholder return ("TSR") over the three-year period from the grant date (the "Performance Period"), relative to companies in the NASDAQ-100 Index as of the grant date (the "Index Group"). If Issuer's TSR over the Performance Period is at the 60th percentile when ranked against the Index Group TSRs, 100% of the target number of shares will vest. For every percentile by which Issuer's TSR ranking within the Index Group exceeds the 60th percentile, shares vesting will increase by 3 and 1/3%, up to a maximum payout of 200% of target if Issuer's TSR ranking is at the 99th percentile. For every percentile by which Issuer's TSR ranking within the Index Group is below the 60th percentile, shares vesting will decrease by 2 and 22/39%, with no payout if Issuer's TSR ranking is below the 30th percentile. If Issuer's absolute TSR over the Performance Period is negative, the number of shares vesting will not exceed 100% of target. Read SEC document |
| April 22, 2020 Filed Jun 3, 2020 00:08 UTC Amendment | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 4,866 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-018537 · form4a.xml · derivative · entry 3 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,866 Underlying: Common Stock · 4,866 shares Expires 2024-04-22 F5 · 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 April 22, 2021 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| April 22, 2020 Filed Jun 3, 2020 00:08 UTC Amendment | Salesforce, Inc. CRM · Entity 2842 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 37,834 | $154.14 Strike: $154.14 | $5,831,732.76 |
DisclosureSEC source: 0001127602-20-018537 · form4a.xml · derivative · entry 2 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,834 Underlying: Common Stock · 37,834 shares Expires 2027-04-22 F3 · shares: This amendment is being filed solely to correct an error in the number of options previously reported. This amended report does not report any new transactions or otherwise modify the transaction details that were previously reported. F4 · derivative.exercise_date: Option 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. F3 · derivative.underlying_shares: This amendment is being filed solely to correct an error in the number of options previously reported. This amended report does not report any new transactions or otherwise modify the transaction details that were previously reported. F3 · balance_after: This amendment is being filed solely to correct an error in the number of options previously reported. This amended report does not report any new transactions or otherwise modify the transaction details that were previously reported. Read SEC document |
| April 22, 2020 Filed Jun 3, 2020 00:08 UTC Amendment | Salesforce, Inc. CRM · Entity 2842 | GrantPerformance-Based Restricted Stock Units · Derivative | 5,397 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-018537 · form4a.xml · derivative · entry 1 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,397 Underlying: Common Stock · 5,397 shares Expires 2023-05-15 F1 · derivative.exercise_price: Each performance-based restricted stock unit, or PRSU, represents a contingent right to receive one share of Issuer common stock. F2 · derivative.exercise_date: The PRSUs will vest depending on Issuer's total shareholder return ("TSR") over the three-year period from the grant date (the "Performance Period"), relative to companies in the NASDAQ-100 Index as of the grant date (the "Index Group"). If Issuer's TSR over the Performance Period is at the 60th percentile when ranked against the Index Group TSRs, 100% of the target number of shares will vest. For every percentile by which Issuer's TSR ranking within the Index Group exceeds the 60th percentile, shares vesting will increase by 3 and 1/3%, up to a maximum payout of 200% of target if Issuer's TSR ranking is at the 99th percentile. For every percentile by which Issuer's TSR ranking within the Index Group is below the 60th percentile, shares vesting will decrease by 2 and 22/39%, with no payout if Issuer's TSR ranking is below the 30th percentile. If Issuer's absolute TSR over the Performance Period is negative, the number of shares vesting will not exceed 100% of target. F2 · derivative.expiration_date: The PRSUs will vest depending on Issuer's total shareholder return ("TSR") over the three-year period from the grant date (the "Performance Period"), relative to companies in the NASDAQ-100 Index as of the grant date (the "Index Group"). If Issuer's TSR over the Performance Period is at the 60th percentile when ranked against the Index Group TSRs, 100% of the target number of shares will vest. For every percentile by which Issuer's TSR ranking within the Index Group exceeds the 60th percentile, shares vesting will increase by 3 and 1/3%, up to a maximum payout of 200% of target if Issuer's TSR ranking is at the 99th percentile. For every percentile by which Issuer's TSR ranking within the Index Group is below the 60th percentile, shares vesting will decrease by 2 and 22/39%, with no payout if Issuer's TSR ranking is below the 30th percentile. If Issuer's absolute TSR over the Performance Period is negative, the number of shares vesting will not exceed 100% of target. Read SEC document |
| March 24, 2020 Filed Mar 25, 2020 00:30 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 971 | $144.63 | $140,435.73 |
DisclosureSEC source: 0001127602-20-011898 · form4.xml · nonDerivative · entry 1 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,228 F1 · kind: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. Read SEC document |
| March 23, 2020 Filed Mar 23, 2020 23:20 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 521 | $139.86 | $72,866.54 |
DisclosureSEC source: 0001127602-20-011798 · form4.xml · nonDerivative · entry 3 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,199 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, 2020. Read SEC document |
| March 22, 2020 Filed Mar 23, 2020 23:20 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,161 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011798 · form4.xml · derivative · entry 5 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,483 Underlying: Common Stock · 1,161 shares Expires 2023-03-22 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 vested as to 25% of the original grant on March 22, 2020 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| March 22, 2020 Filed Mar 23, 2020 23:20 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 331 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011798 · form4.xml · derivative · entry 4 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,648 Underlying: Common Stock · 331 shares Expires 2022-03-22 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 vested as to 25% of the original grant on March 22, 2019 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| March 22, 2020 Filed Mar 23, 2020 23:20 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011798 · form4.xml · nonDerivative · entry 2 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,720 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, 2020 Filed Mar 23, 2020 23:20 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 331 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011798 · form4.xml · nonDerivative · entry 1 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,559 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 |
| February 25, 2020 Filed Feb 26, 2020 00:56 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 191 | $188.47 | $35,997.77 |
DisclosureSEC source: 0001127602-20-007785 · form4.xml · nonDerivative · entry 4 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,228 F2 · kind: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 00:56 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2 | $184.63 | $369.25 |
DisclosureSEC source: 0001127602-20-007785 · form4.xml · nonDerivative · entry 3 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,419 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 February 22, 2020. Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 00:56 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 18 | $183.33 | $3,299.90 |
DisclosureSEC source: 0001127602-20-007785 · form4.xml · nonDerivative · entry 2 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,421 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 February 22, 2020. Read SEC document |
| February 22, 2020 Filed Feb 26, 2020 00:56 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 331 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-007785 · form4.xml · derivative · entry 5 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 993 Underlying: Common Stock · 331 shares Expires 2020-11-22 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 vested as to 25% of the original grant on November 22, 2017 and vest as to 1/16th of the original grant quarterly thereafter. Read SEC document |
| February 22, 2020 Filed Feb 26, 2020 00:56 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 331 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-007785 · form4.xml · nonDerivative · entry 1 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,439 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 24, 2019 Filed Dec 26, 2019 22:39 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 164 | $163.31 | $26,782.84 |
DisclosureSEC source: 0001127602-19-035866 · form4.xml · nonDerivative · entry 1 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,108 F1 · kind: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. Read SEC document |
| December 23, 2019 Filed Dec 24, 2019 00:57 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 167 | $164.04 | $27,394.11 |
DisclosureSEC source: 0001127602-19-035786 · form4.xml · nonDerivative · entry 2 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,272 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, 2019. Read SEC document |
| December 22, 2019 Filed Dec 24, 2019 00:57 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 331 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035786 · form4.xml · derivative · entry 3 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,979 Underlying: Common Stock · 331 shares Expires 2022-03-22 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 vested as to 25% of the original grant on March 22, 2019 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| December 22, 2019 Filed Dec 24, 2019 00:57 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 331 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035786 · form4.xml · nonDerivative · entry 1 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,439 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 25, 2019 Filed Nov 26, 2019 01:50 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 323 | $162.57 | $52,509.59 |
DisclosureSEC source: 0001127602-19-033713 · form4.xml · nonDerivative · entry 3 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,108 Read SEC document |
| November 22, 2019 Filed Nov 26, 2019 01:50 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 331 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-033713 · form4.xml · derivative · entry 5 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,324 Underlying: Common Stock · 331 shares Expires 2020-11-22 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 · 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 November 22, 2017 and vest as to 1/16th of the original grant quarterly thereafter. Read SEC document |
| November 22, 2019 Filed Nov 26, 2019 01:50 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 309 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-033713 · form4.xml · derivative · entry 4 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 309 shares Expires 2019-11-22 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 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on November 22, 2016 and vest as to 1/16th of the original grant quarterly thereafter. Read SEC document |
| November 22, 2019 Filed Nov 26, 2019 01:50 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 331 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-033713 · form4.xml · nonDerivative · entry 2 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,431 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 22, 2019 Filed Nov 26, 2019 01:50 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 309 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-033713 · form4.xml · nonDerivative · entry 1 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,100 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, 2019 Filed Sep 23, 2019 23:57 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 167 | $154.07 | $25,729.67 |
DisclosureSEC source: 0001127602-19-028972 · form4.xml · nonDerivative · entry 2 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,791 Read SEC document |
| September 22, 2019 Filed Sep 23, 2019 23:57 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 331 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-028972 · form4.xml · derivative · entry 3 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,310 Underlying: Common Stock · 331 shares Expires 2022-03-22 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 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on March 22, 2019 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| September 22, 2019 Filed Sep 23, 2019 23:57 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 331 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-028972 · form4.xml · nonDerivative · entry 1 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,958 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 |
| August 23, 2019 Filed Aug 23, 2019 23:18 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 323 | $155.57 | $50,249.05 |
DisclosureSEC source: 0001127602-19-027345 · form4.xml · nonDerivative · entry 3 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,627 Read SEC document |
| August 22, 2019 Filed Aug 23, 2019 23:18 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 331 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-027345 · form4.xml · derivative · entry 5 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,655 Underlying: Common Stock · 331 shares Expires 2020-11-22 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 · 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 November 22, 2017 and vest as to 1/16th of the original grant quarterly thereafter. Read SEC document |
| August 22, 2019 Filed Aug 23, 2019 23:18 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 309 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-027345 · form4.xml · derivative · entry 4 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309 Underlying: Common Stock · 309 shares Expires 2019-11-22 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 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on November 22, 2016 and vest as to 1/16th of the original grant quarterly thereafter. Read SEC document |
| August 22, 2019 Filed Aug 23, 2019 23:18 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 331 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-027345 · form4.xml · nonDerivative · entry 2 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,950 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 |
| August 22, 2019 Filed Aug 23, 2019 23:18 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 309 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-027345 · form4.xml · nonDerivative · entry 1 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,619 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 25, 2019 Filed Jun 25, 2019 23:59 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 163 | $152.88 | $24,919.44 |
DisclosureSEC source: 0001127602-19-022828 · form4.xml · nonDerivative · entry 1 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,310 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| June 24, 2019 Filed Jun 25, 2019 00:01 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 168 | $153.88 | $25,852.11 |
DisclosureSEC source: 0001127602-19-022687 · form4.xml · nonDerivative · entry 2 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,473 F1 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $152.8878 to $153.8876 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 |
| June 22, 2019 Filed Jun 25, 2019 00:01 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 331 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-022687 · form4.xml · derivative · entry 3 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,641 Underlying: Common Stock · 331 shares Expires 2022-03-22 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 vested as to 25% of the original grant on March 22, 2019 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| June 22, 2019 Filed Jun 25, 2019 00:01 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 331 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-022687 · form4.xml · nonDerivative · entry 1 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,641 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 24, 2019 Filed May 29, 2019 00:07 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 313 | $154.84 | $48,464.92 |
DisclosureSEC source: 0001127602-19-020056 · form4.xml · nonDerivative · entry 1 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,310 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| May 23, 2019 Filed May 24, 2019 01:07 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 169 | $153.55 | $25,949.66 |
DisclosureSEC source: 0001127602-19-019757 · form4.xml · nonDerivative · entry 4 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,623 F2 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $153.5175 to $153.5487 inclusive. The reporting person undertakes to provide to 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 |
| May 23, 2019 Filed May 24, 2019 01:07 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 158 | $153.55 | $24,260.68 |
DisclosureSEC source: 0001127602-19-019757 · form4.xml · nonDerivative · entry 3 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,792 F1 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $153.5403 to $153.5487 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 |
| May 22, 2019 Filed May 24, 2019 01:07 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 331 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-019757 · form4.xml · derivative · entry 6 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,986 Underlying: Common Stock · 331 shares Expires 2020-11-22 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 vested as to 25% of the original grant on November 22, 2017 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| May 22, 2019 Filed May 24, 2019 01:07 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 309 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-019757 · form4.xml · derivative · entry 5 Allanson Joe · CIK 0001603027 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 618 Underlying: Common Stock · 309 shares Expires 2019-11-22 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 vested as to 25% of the original grant on November 22, 2016 and vest as to 1/16th of the original grant quarterly thereafter. 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.