Parker Harris - Nov 14, 2023 Form 4 Insider Report for Salesforce, Inc. (CRM)

Signature
/s/ Sarah Dale, Attorney-in-Fact for Parker Harris
Stock symbol
CRM
Transactions as of
Nov 14, 2023
Transactions value $
-$19,012,985
Form type
4
Date filed
11/15/2023, 04:49 PM
Previous filing
Nov 8, 2023
Next filing
Dec 26, 2023

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction CRM Common Stock Options Exercise $8.9M +118K +114.07% $75.57 221K Nov 14, 2023 Direct F1
transaction CRM Common Stock Sale -$4.36M -19.9K -9.01% $218.82 201K Nov 14, 2023 Direct F1, F2
transaction CRM Common Stock Sale -$7.42M -33.8K -16.79% $219.88 167K Nov 14, 2023 Direct F1, F3
transaction CRM Common Stock Sale -$14.1M -63.8K -38.11% $220.69 104K Nov 14, 2023 Direct F1, F4
transaction CRM Common Stock Sale -$71.5K -323 -0.31% $221.21 103K Nov 14, 2023 Direct F1, F5
transaction CRM Common Stock Sale -$258K -1.18K -21.83% $218.92 4.22K Nov 14, 2023 By GP Family Trust F1, F6, F7
transaction CRM Common Stock Sale -$558K -2.54K -60.06% $220.12 1.69K Nov 14, 2023 By GP Family Trust F1, F7, F8
transaction CRM Common Stock Sale -$372K -1.69K -100% $220.89 0 Nov 14, 2023 By GP Family Trust F1, F7, F9
transaction CRM Common Stock Sale -$153K -698 -19.39% $218.88 2.9K Nov 14, 2023 By Holly Familytrust F1, F10, F11
transaction CRM Common Stock Sale -$364K -1.66K -57.03% $220.09 1.25K Nov 14, 2023 By Holly Familytrust F1, F11, F12
transaction CRM Common Stock Sale -$275K -1.25K -100% $220.87 0 Nov 14, 2023 By Holly Familytrust F1, F11, F13
holding CRM Common Stock 967K Nov 14, 2023 By HJ Family Trust F14
holding CRM Common Stock 116K Nov 14, 2023 By LLC BE F15
holding CRM Common Stock 171K Nov 14, 2023 By LLC BN F15
holding CRM Common Stock 116K Nov 14, 2023 By LLC NE F15
holding CRM Common Stock 171K Nov 14, 2023 By LLC NN F15
holding CRM Common Stock 116K Nov 14, 2023 By LLC ZE F15
holding CRM Common Stock 171K Nov 14, 2023 By LLC ZN F15

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction CRM Non-qualified Stock Option (Right to Buy) Options Exercise $0 -118K -100% $0.00* 0 Nov 14, 2023 Common Stock 118K $75.57 Direct F1, F16
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 This transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date.
F2 Weighted average price. These shares were sold in multiple transactions at prices ranging from $218.1700 to $219.1600 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.
F3 Weighted average price. These shares were sold in multiple transactions at prices ranging from $219.1800 to $220.1700 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 $220.1800 to $221.1700 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 $221.1800 to $221.2400 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 Weighted average price. These shares were sold in multiple transactions at prices ranging from $218.6100 to $219.4300 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.
F7 Shares held in The G. Parker Harris III Family Trust under the G. Parker Harris, III Grantor Retained Annuity Trust, dated December 19, 2003.
F8 Weighted average price. These shares were sold in multiple transactions at prices ranging from $219.6700 to $220.5500 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.
F9 Weighted average price. These shares were sold in multiple transactions at prices ranging from $220.6900 to $221.1100 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.
F10 Weighted average price. These shares were sold in multiple transactions at prices ranging from $218.4100 to $219.2300 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.
F11 Shares held in The Holly L. Johnson Family Trust under the Holly L. Johnson Grantor Retained Annuity Trust, dated December 19, 2003.
F12 Weighted average price. These shares were sold in multiple transactions at prices ranging from $219.5800 to $220.5300 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.
F13 Weighted average price. These shares were sold in multiple transactions at prices ranging from $220.5900 to $221.1836 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.
F14 Shares held in The G. Parker Harris III & Holly L. Johnson Family Trust.
F15 The reported securities are held by an LLC that is managed by the reporting person and his spouse.
F16 Option vests over four years at the rate of 25% on November 22, 2017, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months.