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Salesforce, Inc. — Director's Dealing 2024
Apr 24, 2024
29776_dirs_2024-04-23_40b88475-b6b1-414f-a4af-b06205774c09.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: 2024-04-22
Reporting Person: Millham Brian (President and COO)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2024-04-22 | Common Stock | M | 1746 | $154.14 | Acquired | 1746 | Direct |
| 2024-04-22 | Common Stock | M | 2037 | $186.51 | Acquired | 3783 | Direct |
| 2024-04-22 | Common Stock | M | 2018 | $215.17 | Acquired | 5801 | Direct |
| 2024-04-22 | Common Stock | S | 5801 | $279.10 | Disposed | 0 | Direct |
| 2024-04-22 | Common Stock | M | 655 | — | Acquired | 655 | Direct |
| 2024-04-22 | Common Stock | M | 7790 | — | Acquired | 8445 | Direct |
| 2024-04-23 | Common Stock | S | 329 | $273.1522 | Disposed | 8116 | Direct |
| 2024-04-23 | Common Stock | S | 3912 | $273.1522 | Disposed | 4204 | Direct |
Derivative Transactions
| Date | Security | Exercise Price | Code | Shares | A/D | Expiration | Underlying | Ownership |
|---|---|---|---|---|---|---|---|---|
| 2024-04-22 | Non-qualified Stock Option (Right to Buy) | $154.14 | M | 1746 | Disposed | 2027-04-22 | Common Stock (1746) | Direct |
| 2024-04-22 | Non-qualified Stock Option (Right to Buy) | $186.51 | M | 2037 | Disposed | 2030-03-22 | Common Stock (2037) | Direct |
| 2024-04-22 | Non-qualified Stock Option (Right to Buy) | $215.17 | M | 2018 | Disposed | 2028-03-22 | Common Stock (2018) | Direct |
| 2024-04-22 | Restricted Stock Units | $0 | M | 655 | Disposed | 2024-04-22 | Common Stock (655) | Direct |
| 2024-04-22 | Restricted Stock Units | $0 | M | 7790 | Disposed | 2027-04-22 | Common Stock (7790) | Direct |
Footnotes
F1: 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.
F2: 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 April 22, 2024.
F3: Option is exercisable and 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.
F4: Option is exercisable and 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.
F5: Option is exercisable and 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.
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 April 22, 2021, 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 April 22, 2024 and vest as to 1/16 of the original grant quarterly thereafter.