Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Salesforce, Inc.CRM · Entity 2842 | Chief Security & Risk Officer | January 09, 2007 | January 11, 2007 |
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 January 09, 2007 · Filed January 11, 2007
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 130,000 |
Ending reported balance
After 2007-01-09 transaction · row 7
7 source rows · reconciled sequenceRow 1 · 2007-01-09 · Exercise / conversion · Acquired 9,500 · Balance 139,500 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Row 2 · 2007-01-09 · Sale · Disposed 1,000 · Balance 138,500 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Row 3 · 2007-01-09 · Sale · Disposed 6,900 · Balance 131,600 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Row 4 · 2007-01-09 · Sale · Disposed 500 · Balance 131,100 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Row 5 · 2007-01-09 · Sale · Disposed 100 · Balance 131,000 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Row 6 · 2007-01-09 · Sale · Disposed 600 · Balance 130,400 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Row 7 · 2007-01-09 · Sale · Disposed 400 · Balance 130,000 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.10 · Expires 2012-08-16 | Direct | 1,583 |
Reported balance
After 2007-01-09 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2007-01-09 · Exercise / conversion · Disposed 9,500 · Balance 1,583 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 01, 2005 Filed Apr 4, 2005 20:42 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,834 | $14.55 | $84,884.70 |
DisclosureSEC source: 0001305763-05-000068 · edgardoc.xml · nonDerivative · entry 2 Cavalieri Jim · CIK 0001294703 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,000 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 01, 2005 Filed Apr 4, 2005 20:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,834 | $0.03 | $175.02 |
DisclosureSEC source: 0001305763-05-000068 · edgardoc.xml · nonDerivative · entry 1 Cavalieri Jim · CIK 0001294703 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,834 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: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| February 28, 2005 Filed Mar 1, 2005 20:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 18,800 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000033 · edgardoc.xml · derivative · entry 3 Cavalieri Jim · CIK 0001294703 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,750 Underlying: Common Stock · 18,800 shares Expires 2012-08-16 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 28, 2005 Filed Mar 1, 2005 20:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 18,800 | $16.15 | $303,620.00 |
DisclosureSEC source: 0001305763-05-000033 · edgardoc.xml · nonDerivative · entry 2 Cavalieri Jim · CIK 0001294703 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,000 Read SEC document |
| February 28, 2005 Filed Mar 1, 2005 20:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 18,800 | $1.10 | $20,680.00 |
DisclosureSEC source: 0001305763-05-000033 · edgardoc.xml · nonDerivative · entry 1 Cavalieri Jim · CIK 0001294703 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,800 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, 2005 Filed Feb 28, 2005 21:01 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 11,200 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000031 · edgardoc.xml · derivative · entry 3 Cavalieri Jim · CIK 0001294703 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,550 Underlying: Common Stock · 11,200 shares Expires 2012-08-16 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, 2005 Filed Feb 28, 2005 21:01 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 11,200 | $16.50 | $184,800.00 |
DisclosureSEC source: 0001305763-05-000031 · edgardoc.xml · nonDerivative · entry 2 Cavalieri Jim · CIK 0001294703 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,000 Read SEC document |
| February 25, 2005 Filed Feb 28, 2005 21:01 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 11,200 | $1.10 | $12,320.00 |
DisclosureSEC source: 0001305763-05-000031 · edgardoc.xml · nonDerivative · entry 1 Cavalieri Jim · CIK 0001294703 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,200 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 24, 2005 Filed Feb 25, 2005 23:44 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 8,750 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000028 · edgardoc.xml · derivative · entry 9 Cavalieri Jim · CIK 0001294703 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,250 Underlying: Common Stock · 8,750 shares Expires 2012-08-16 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 · balance_after: This option exercise is made pursuant to an option to purchase 200,000 shares of Common Stock, exercisable on August 16, 2002, as reflected on the reporting person's Form 3 filed on June 22, 2004. Of the 200,000 shares, 110,000 were designated as Nonstatutory Stock Options and 90,000 were designated as Incentive Stock Options. Since the holder's last Form 4 filing on December 20, 2004 and following this transaction the Nonstatutory Stock Options will have a balance of 41,250 shares. Following this transaction the Incentive Stock Options will have a balance of 68,750 shares. Read SEC document |
| February 24, 2005 Filed Feb 25, 2005 23:44 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 5,650 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000028 · edgardoc.xml · derivative · entry 8 Cavalieri Jim · CIK 0001294703 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,750 Underlying: Common Stock · 5,650 shares Expires 2012-08-16 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 · balance_after: This option exercise is made pursuant to an option to purchase 200,000 shares of Common Stock, exercisable on August 16, 2002, as reflected on the reporting person's Form 3 filed on June 22, 2004. Of the 200,000 shares, 110,000 were designated as Nonstatutory Stock Options and 90,000 were designated as Incentive Stock Options. Since the holder's last Form 4 filing on December 20, 2004 and following this transaction the Nonstatutory Stock Options will have a balance of 41,250 shares. Following this transaction the Incentive Stock Options will have a balance of 68,750 shares. Read SEC document |
| February 24, 2005 Filed Feb 25, 2005 23:44 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 15,600 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000028 · edgardoc.xml · derivative · entry 7 Cavalieri Jim · CIK 0001294703 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,400 Underlying: Common Stock · 15,600 shares Expires 2012-08-16 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 24, 2005 Filed Feb 25, 2005 23:44 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,650 | $16.00 | $90,400.00 |
DisclosureSEC source: 0001305763-05-000028 · edgardoc.xml · nonDerivative · entry 6 Cavalieri Jim · CIK 0001294703 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,000 Read SEC document |
| February 24, 2005 Filed Feb 25, 2005 23:44 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,650 | $1.10 | $6,215.00 |
DisclosureSEC source: 0001305763-05-000028 · edgardoc.xml · nonDerivative · entry 5 Cavalieri Jim · CIK 0001294703 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,650 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 24, 2005 Filed Feb 25, 2005 23:44 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 15,600 | $16.01 | $249,756.00 |
DisclosureSEC source: 0001305763-05-000028 · edgardoc.xml · nonDerivative · entry 4 Cavalieri Jim · CIK 0001294703 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,000 Read SEC document |
| February 24, 2005 Filed Feb 25, 2005 23:44 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 15,600 | $1.10 | $17,160.00 |
DisclosureSEC source: 0001305763-05-000028 · edgardoc.xml · nonDerivative · entry 3 Cavalieri Jim · CIK 0001294703 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 340,600 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 24, 2005 Filed Feb 25, 2005 23:44 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 8,750 | $16.00 | $140,000.00 |
DisclosureSEC source: 0001305763-05-000028 · edgardoc.xml · nonDerivative · entry 2 Cavalieri Jim · CIK 0001294703 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,000 Read SEC document |
| February 24, 2005 Filed Feb 25, 2005 23:44 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 8,750 | $1.10 | $9,625.00 |
DisclosureSEC source: 0001305763-05-000028 · edgardoc.xml · nonDerivative · entry 1 Cavalieri Jim · CIK 0001294703 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,750 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 20, 2004 Filed Dec 22, 2004 00:09 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 60,000 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-04-000004 · edgardoc.xml · derivative · entry 3 Cavalieri Jim · CIK 0001294703 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 60,000 shares Expires 2012-08-16 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 20, 2004 Filed Dec 22, 2004 00:09 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 60,000 | $15.00 | $900,000.00 |
DisclosureSEC source: 0001305763-04-000004 · edgardoc.xml · nonDerivative · entry 2 Cavalieri Jim · CIK 0001294703 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,000 Read SEC document |
| December 20, 2004 Filed Dec 22, 2004 00:09 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 60,000 | $1.10 | $66,000.00 |
DisclosureSEC source: 0001305763-04-000004 · edgardoc.xml · nonDerivative · entry 1 Cavalieri Jim · CIK 0001294703 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385,000 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.