| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | CRM | Common Stock | Sale | -$176K | -581 | 0% | $303.63 | 13.1M | Mar 25, 2024 | Direct | F1, F2, F3 |
| transaction | CRM | Common Stock | Sale | -$1.01M | -3.3K | -0.03% | $304.70 | 13.1M | Mar 25, 2024 | Direct | F1, F3, F4 |
| transaction | CRM | Common Stock | Sale | -$1.53M | -5K | -0.04% | $305.72 | 13.1M | Mar 25, 2024 | Direct | F1, F3, F5 |
| transaction | CRM | Common Stock | Sale | -$1.48M | -4.82K | -0.04% | $306.68 | 13.1M | Mar 25, 2024 | Direct | F1, F3, F6 |
| transaction | CRM | Common Stock | Sale | -$400K | -1.3K | -0.01% | $307.32 | 13.1M | Mar 25, 2024 | Direct | F1, F3, F7 |
| holding | CRM | Common Stock | 10M | Mar 22, 2024 | By Marc Benioff Fund LLC | F8 |
| 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) | Award | $0 | +169K | $0.00 | 169K | Mar 22, 2024 | Common Stock | 169K | $307.77 | Direct | F9 |
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
| Id | Content |
|---|---|
| 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 September 21, 2023. |
| F2 | Weighted average price. These shares were sold in multiple transactions at prices ranging from $303.0800 to $304.0584 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 | Shares held in the reporting person's name or in the Marc R. Benioff Revocable Trust. |
| F4 | Weighted average price. These shares were sold in multiple transactions at prices ranging from $304.0830 to $305.0230 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 $305.1471 to $306.1385 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 $306.1479 to $307.1200 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 | Weighted average price. These shares were sold in multiple transactions at prices ranging from $307.1429 to $307.6135 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. |
| F8 | Shares held in the Marc Benioff Fund LLC. |
| F9 | Option vests over four years at the rate of 25% on March 22, 2025, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. |