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Salesforce, Inc. — Director's Dealing 2024
Dec 24, 2024
29776_dirs_2024-12-23_3df8d0f2-8134-4279-ad73-41f69416a515.zip
Director's Dealing
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SEC Form 4 — Statement of Changes in Beneficial Ownership
Issuer: Salesforce, Inc. (CRM)
CIK: 0001108524
Period of Report: 2024-12-22
Reporting Person: Millham Brian (President and COO)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2024-12-22 | Common Stock | M | 1634 | — | Acquired | 1634 | Direct |
| 2024-12-22 | Common Stock | M | 1706 | — | Acquired | 3340 | Direct |
| 2024-12-23 | Common Stock | S | 821 | $339.7756 | Disposed | 2519 | Direct |
| 2024-12-23 | Common Stock | S | 857 | $339.7756 | Disposed | 1662 | Direct |
| 2024-12-23 | Common Stock | M | 2038 | $186.51 | Acquired | 3700 | Direct |
| 2024-12-23 | Common Stock | M | 2018 | $215.17 | Acquired | 5718 | Direct |
| 2024-12-23 | Common Stock | M | 2107 | $218.21 | Acquired | 7825 | Direct |
| 2024-12-23 | Common Stock | M | 8646 | $240.95 | Acquired | 16471 | Direct |
| 2024-12-23 | Common Stock | S | 3751 | $339.3631 | Disposed | 12720 | Direct |
| 2024-12-23 | Common Stock | S | 4536 | $340.0162 | Disposed | 8184 | Direct |
| 2024-12-23 | Common Stock | S | 600 | $341.0358 | Disposed | 7584 | Direct |
| 2024-12-23 | Common Stock | S | 5922 | $342.25 | Disposed | 1662 | Direct |
Derivative Transactions
| Date | Security | Exercise Price | Code | Shares | A/D | Expiration | Underlying | Ownership |
|---|---|---|---|---|---|---|---|---|
| 2024-12-22 | Restricted Stock Units | $0 | M | 1634 | Disposed | 2025-03-22 | Common Stock (1634) | Direct |
| 2024-12-22 | Restricted Stock Units | $0 | M | 1706 | Disposed | 2026-03-22 | Common Stock (1706) | Direct |
| 2024-12-23 | Non-qualified Stock Option (Right to Buy) | $186.51 | M | 2038 | Disposed | 2030-03-22 | Common Stock (2038) | Direct |
| 2024-12-23 | Non-qualified Stock Option (Right to Buy) | $215.17 | M | 2018 | Disposed | 2028-03-22 | Common Stock (2018) | Direct |
| 2024-12-23 | Non-qualified Stock Option (Right to Buy) | $218.21 | M | 2107 | Disposed | 2029-03-22 | Common Stock (2107) | Direct |
| 2024-12-23 | Non-qualified Stock Option (Right to Buy) | $240.95 | M | 8646 | Disposed | 2028-02-22 | Common Stock (8646) | Direct |
Footnotes
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 December 22, 2024.
F2: 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: Weighted average price. These shares were sold in multiple transactions at prices ranging from $338.7600 to $339.7300 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.
F4: Weighted average price. These shares were sold in multiple transactions at prices ranging from $339.7600 to $340.4350 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.
F5: Weighted average price. These shares were sold in multiple transactions at prices ranging from $340.8500 to $341.6600 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.
F6: Restricted Stock Units convert to shares of common stock on a one-for-one basis.
F7: 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.
F8: 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.
F9: 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.
F10: Option 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.
F11: Option 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.
F12: Option 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.