Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Salesforce, Inc.CRM · Entity 2842 | Director | August 26, 2014 | August 26, 2014 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Salesforce, Inc.
Report date August 26, 2014 · Filed August 26, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,325,883 |
Reported balance
After 2014-08-26 transaction · row 1
1 source rowRow 1 · 2014-08-26 · Grant · Acquired 2,275 · Balance 1,325,883 F1: Shares awarded from the Issuer's 2013 Equity Incentive Plan for board service. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares awarded from the Issuer's 2013 Equity Incentive Plan for board service.
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 28, 2004 Filed Jun 30, 2004 16:00 UTC | Salesforce, Inc. CRM · Entity 2842 | ConversionSeries A Convertible Preferred Stock · Derivative | 1,000,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-04-033062 · rrd46526.xml · derivative · entry 2 Ramsey Craig · CIK 0001294775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000,000 shares Expires 2004-06-28 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: - Mandatory conversion into Common Stock on a 1-for-1 basis upon the closing of the Issuer's initial public offering and has no expiration date. F1 · date: - Mandatory conversion into Common Stock on a 1-for-1 basis upon the closing of the Issuer's initial public offering and has no expiration date. F1 · price: - Mandatory conversion into Common Stock on a 1-for-1 basis upon the closing of the Issuer's initial public offering and has no expiration date. F1 · derivative.exercise_date: - Mandatory conversion into Common Stock on a 1-for-1 basis upon the closing of the Issuer's initial public offering and has no expiration date. F1 · derivative.expiration_date: - Mandatory conversion into Common Stock on a 1-for-1 basis upon the closing of the Issuer's initial public offering and has no expiration date. Read SEC document |
| June 28, 2004 Filed Jun 30, 2004 16:00 UTC | Salesforce, Inc. CRM · Entity 2842 | ConversionCommon Stock | 1,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-04-033062 · rrd46526.xml · nonDerivative · entry 1 Ramsey Craig · CIK 0001294775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000,000 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 · date: - Mandatory conversion into Common Stock on a 1-for-1 basis upon the closing of the Issuer's initial public offering and has no expiration date. F1 · price: - Mandatory conversion into Common Stock on a 1-for-1 basis upon the closing of the Issuer's initial public offering and has no expiration date. 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.