Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Salesforce, Inc.CRM · Entity 2842 | Pres., Chief Adoption Officer | February 26, 2010 | March 02, 2010 |
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 February 26, 2010 · Filed March 02, 2010
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,349 |
Ending reported balance
After 2010-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2010-02-26 · Exercise / conversion · Acquired 1,250 · Balance 7,845 Row 2 · 2010-03-01 · Sale · Disposed 496 · Balance 7,349 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2013-02-26 | Direct | 10,000 |
Reported balance
After 2010-02-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2010-02-26 · Exercise / conversion · Disposed 1,250 · Balance 10,000 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Restricted stock units vest over four years, with 25% of the units vesting on the first anniversary of the holder's date of grant and the balance vesting in equal quarterly installments over the remaining 36 months. Vested amounts will be settled and delivered to the holder on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Restricted stock units vest over four years, with 25% of the units vesting on the first anniversary of the holder's date of grant and the balance vesting in equal quarterly installments over the remaining 36 months. Vested amounts will be settled and delivered to the holder on each vesting 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 |
|---|---|---|---|---|---|---|
| March 01, 2010 Filed Mar 2, 2010 00:23 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 496 | $67.64 | $33,549.44 |
DisclosureSEC source: 0001127602-10-006694 · form4.xml · nonDerivative · entry 2 Sumner Polly Ann · CIK 0001422994 · Pres., Chief Adoption Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,349 Read SEC document |
| February 26, 2010 Filed Feb 26, 2010 23:48 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2 | $67.04 | $134.08 |
DisclosureSEC source: 0001127602-10-006502 · form4.xml · nonDerivative · entry 3 Sumner Polly Ann · CIK 0001422994 · Pres., Chief Adoption Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,595 Read SEC document |
| February 26, 2010 Filed Feb 26, 2010 23:48 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 184 | $67.16 | $12,357.44 |
DisclosureSEC source: 0001127602-10-006502 · form4.xml · nonDerivative · entry 2 Sumner Polly Ann · CIK 0001422994 · Pres., Chief Adoption Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,597 Read SEC document |
| February 26, 2010 Filed Mar 2, 2010 00:23 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-006694 · form4.xml · derivative · entry 3 Sumner Polly Ann · CIK 0001422994 · Pres., Chief Adoption Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 1,250 shares Expires 2013-02-26 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_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Restricted stock units vest over four years, with 25% of the units vesting on the first anniversary of the holder's date of grant and the balance vesting in equal quarterly installments over the remaining 36 months. Vested amounts will be settled and delivered to the holder on each vesting date. Read SEC document |
| February 26, 2010 Filed Mar 2, 2010 00:23 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-006694 · form4.xml · nonDerivative · entry 1 Sumner Polly Ann · CIK 0001422994 · Pres., Chief Adoption Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,845 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, 2010 Filed Feb 26, 2010 23:48 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 416 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-006502 · form4.xml · derivative · entry 4 Sumner Polly Ann · CIK 0001422994 · Pres., Chief Adoption Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,585 Underlying: Common Stock · 416 shares Expires 2013-11-25 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_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Restricted stock units vest over four years, with 25% of the units vesting on the first anniversary of the holder's date of grant and the balance vesting in equal quarterly installments over the remaining 36 months. Vested amounts will be settled and delivered to the holder on each vesting date. Read SEC document |
| February 25, 2010 Filed Feb 26, 2010 23:48 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 416 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-006502 · form4.xml · nonDerivative · entry 1 Sumner Polly Ann · CIK 0001422994 · Pres., Chief Adoption Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,781 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 27, 2009 Filed Nov 27, 2009 23:28 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 25 | $62.25 | $1,556.25 |
DisclosureSEC source: 0001127602-09-023770 · form4.xml · nonDerivative · entry 5 Sumner Polly Ann · CIK 0001422994 · Pres., Chief Adoption Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,365 Read SEC document |
| November 27, 2009 Filed Nov 27, 2009 23:28 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 33 | $62.20 | $2,052.60 |
DisclosureSEC source: 0001127602-09-023770 · form4.xml · nonDerivative · entry 4 Sumner Polly Ann · CIK 0001422994 · Pres., Chief Adoption Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,390 Read SEC document |
| November 27, 2009 Filed Nov 27, 2009 23:28 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,077 | $61.43 | $66,160.11 |
DisclosureSEC source: 0001127602-09-023770 · form4.xml · nonDerivative · entry 3 Sumner Polly Ann · CIK 0001422994 · Pres., Chief Adoption Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,423 Read SEC document |
| November 26, 2009 Filed Nov 27, 2009 23:28 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-023770 · form4.xml · derivative · entry 7 Sumner Polly Ann · CIK 0001422994 · Pres., Chief Adoption Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,250 Underlying: Common Stock · 1,250 shares Expires 2013-02-26 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_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Restricted stock units vest over four years, with 25% of the units vesting on the first anniversary of the holder's date of grant and the balance vesting in equal quarterly installments over the remaining 36 months. Vested amounts will be settled and delivered to the holder on each vesting date. Read SEC document |
| November 26, 2009 Filed Nov 27, 2009 23:28 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-023770 · form4.xml · nonDerivative · entry 2 Sumner Polly Ann · CIK 0001422994 · Pres., Chief Adoption Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 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, 2009 Filed Nov 27, 2009 23:28 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,666 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-023770 · form4.xml · derivative · entry 6 Sumner Polly Ann · CIK 0001422994 · Pres., Chief Adoption Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,001 Underlying: Common Stock · 1,666 shares Expires 2013-11-25 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_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Restricted stock units vest over four years, with 25% of the units vesting on the first anniversary of the holder's date of grant and the balance vesting in equal quarterly installments over the remaining 36 months. Vested amounts will be settled and delivered to the holder on each vesting date. Read SEC document |
| November 25, 2009 Filed Nov 27, 2009 23:28 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-023770 · form4.xml · nonDerivative · entry 1 Sumner Polly Ann · CIK 0001422994 · Pres., Chief Adoption Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,250 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 28, 2009 Filed Aug 31, 2009 21:35 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 3 | $52.65 | $157.95 |
DisclosureSEC source: 0001127602-09-018239 · form4.xml · nonDerivative · entry 2 Sumner Polly Ann · CIK 0001422994 · Pres., Chief Adoption Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,584 Read SEC document |
| August 28, 2009 Filed Aug 31, 2009 21:35 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 452 | $52.08 | $23,540.16 |
DisclosureSEC source: 0001127602-09-018239 · form4.xml · nonDerivative · entry 1 Sumner Polly Ann · CIK 0001422994 · Pres., Chief Adoption Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,587 Read SEC document |
| August 26, 2009 Filed Aug 27, 2009 22:49 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-018118 · form4.xml · derivative · entry 2 Sumner Polly Ann · CIK 0001422994 · Pres., Chief Adoption Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 1,250 shares Expires 2013-02-26 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_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Restricted stock units vest over four years, with 25% of the units vesting on the first anniversary of the holder's date of grant and the balance vesting in equal quarterly installments over the remaining 36 months. Vested amounts will be settled and delivered to the holder on each vesting date. Read SEC document |
| August 26, 2009 Filed Aug 27, 2009 22:49 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-018118 · form4.xml · nonDerivative · entry 1 Sumner Polly Ann · CIK 0001422994 · Pres., Chief Adoption Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,039 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 29, 2009 Filed May 29, 2009 22:44 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 6 | $37.27 | $223.62 |
DisclosureSEC source: 0001127602-09-012658 · form4.xml · nonDerivative · entry 2 Sumner Polly Ann · CIK 0001422994 · Pres., Chief Adoption Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,789 Read SEC document |
| May 29, 2009 Filed May 29, 2009 22:44 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 447 | $37.10 | $16,583.70 |
DisclosureSEC source: 0001127602-09-012658 · form4.xml · nonDerivative · entry 1 Sumner Polly Ann · CIK 0001422994 · Pres., Chief Adoption Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,795 Read SEC document |
| May 26, 2009 Filed May 28, 2009 22:12 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-012509 · form4.xml · derivative · entry 2 Sumner Polly Ann · CIK 0001422994 · Pres., Chief Adoption Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,750 Underlying: Common Stock · 1,250 shares Expires 2013-02-26 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_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Restricted stock units vest over four years, with 25% of the units vesting on the first anniversary of the holder's date of grant and the balance vesting in equal quarterly installments over the remaining 36 months. Vested amounts will be settled and delivered to the holder on each vesting date. Read SEC document |
| May 26, 2009 Filed May 28, 2009 22:12 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-012509 · form4.xml · nonDerivative · entry 1 Sumner Polly Ann · CIK 0001422994 · Pres., Chief Adoption Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,242 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 27, 2009 Filed Feb 28, 2009 01:32 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,008 | $27.78 | $55,782.64 |
DisclosureSEC source: 0001127602-09-005227 · form4.xml · nonDerivative · entry 2 Sumner Polly Ann · CIK 0001422994 · President of Platform, 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,992 Read SEC document |
| February 26, 2009 Filed Feb 28, 2009 01:32 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-005227 · form4.xml · derivative · entry 3 Sumner Polly Ann · CIK 0001422994 · President of Platform, 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 5,000 shares Expires 2013-02-26 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_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Restricted stock units vest over four years, with 25% of the units vesting on the first anniversary of the holder's date of grant and the balance vesting in equal quarterly installments over the remaining 36 months. Vested amounts will be settled and delivered to the holder on each vesting date. Read SEC document |
| February 26, 2009 Filed Feb 28, 2009 01:32 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-005227 · form4.xml · nonDerivative · entry 1 Sumner Polly Ann · CIK 0001422994 · President of Platform, 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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. Read SEC document |
| November 25, 2008 Filed Nov 27, 2008 00:05 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 6,667 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-010242 · form4.xml · derivative · entry 2 Sumner Polly Ann · CIK 0001422994 · President of Platform, 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,667 Underlying: Common Stock · 6,667 shares Expires 2013-11-25 F2 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Restricted stock units vest over four years, with 25% of the units vesting on the first anniversary of the holder's date of grant and the balance vesting in equal quarterly installments over the remaining 36 months. Vested amounts will be settled and delivered to the holder on each vesting date. Read SEC document |
| November 25, 2008 Filed Nov 27, 2008 00:05 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 80,000 | $0.00 Strike: $25.97 | $0.00 |
DisclosureSEC source: 0001127602-08-010242 · form4.xml · derivative · entry 1 Sumner Polly Ann · CIK 0001422994 · President of Platform, 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Common Stock · 80,000 shares Expires 2013-11-25 F1 · derivative.exercise_date: Option is exercisable and vests over four years at the rate of 25% of the total shares granted on the first anniversary of the holder's date of grant, as listed in the table, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| February 26, 2008 Filed Feb 27, 2008 02:52 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 20,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001219119-08-000101 · edgardoc.xml · derivative · entry 1 Sumner Polly Ann · CIK 0001422994 · President of Platform, 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2013-02-26 F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Restricted stock units vest over four years, with 25% of the units vesting on the first anniversary of the holder's date of grant and the balance vesting in equal quarterly installments over the remaining 36 months. Vested amounts will be settled and delivered to the holder on each vesting date. Read SEC document |
| January 22, 2008 Filed Jan 25, 2008 01:37 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 240,000 | $0.00 Strike: $52.28 | $0.00 |
DisclosureSEC source: 0001219119-08-000041 · edgardoc.xml · derivative · entry 1 Sumner Polly Ann · CIK 0001422994 · President of Platform, 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,000 Underlying: Common Stock · 240,000 shares Expires 2013-01-22 F1 · derivative.exercise_date: Option is exercisable and vests over four years at the rate of 25% of the total shares granted on the first anniversary of the holder's date of grant, as listed in the table, with the balance vesting in equal monthly installments over the remaining 36 months. 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.