| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | CRM | Common Stock | Options Exercise | $496K | +4.2K | +3.97% | $118.04 | 110K | Apr 9, 2024 | Direct | F1 |
| transaction | CRM | Common Stock | Sale | -$406K | -1.35K | -1.23% | $300.35 | 109K | Apr 9, 2024 | Direct | F1, F2 |
| transaction | CRM | Common Stock | Sale | -$420K | -1.39K | -1.28% | $301.69 | 107K | Apr 9, 2024 | Direct | F1, F3 |
| transaction | CRM | Common Stock | Sale | -$172K | -570 | -0.53% | $302.41 | 107K | Apr 9, 2024 | Direct | F1, F4 |
| transaction | CRM | Common Stock | Sale | -$231K | -761 | -0.71% | $303.44 | 106K | Apr 9, 2024 | Direct | F1, F5 |
| transaction | CRM | Common Stock | Sale | -$38.4K | -126 | -0.12% | $304.42 | 106K | Apr 9, 2024 | Direct | F1, F6 |
| transaction | CRM | Common Stock | Award | $0 | +11.7K | +11.03% | $0.00 | 118K | Apr 9, 2024 | Direct | F7 |
| transaction | CRM | Common Stock | Gift | $0 | -1K | -0.1% | $0.00 | 955K | Apr 9, 2024 | By HJ Family Trust | F1, F8 |
| holding | CRM | Common Stock | 116K | Apr 9, 2024 | By LLC BE | F9 | |||||
| holding | CRM | Common Stock | 171K | Apr 9, 2024 | By LLC BN | F9 | |||||
| holding | CRM | Common Stock | 116K | Apr 9, 2024 | By LLC NE | F9 | |||||
| holding | CRM | Common Stock | 171K | Apr 9, 2024 | By LLC NN | F9 | |||||
| holding | CRM | Common Stock | 116K | Apr 9, 2024 | By LLC ZE | F9 | |||||
| holding | CRM | Common Stock | 171K | Apr 9, 2024 | By LLC ZN | F9 |
| 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 | -4.2K | -3.23% | $0.00 | 126K | Apr 9, 2024 | Common Stock | 4.2K | $118.04 | Direct | F1, F10 |
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 26, 2023. |
| F2 | Weighted average price. These shares were sold in multiple transactions at prices ranging from $299.9100 to $300.8400 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 $301.1300 to $302.0900 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 $302.1300 to $303.0300 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 $303.2000 to $303.6300 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 $304.3500 to $304.5600 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 | This represents the number of shares earned based upon the achievement of applicable performance criteria pursuant to a performance-based restricted stock unit award with a performance period that ended on March 22, 2024. Such shares will become vested, if at all, subject to the holder's continued employment through April 15, 2024. |
| F8 | Shares held in The G. Parker Harris III & Holly L. Johnson Family Trust. |
| F9 | The reported securities are held by an LLC that is managed by the reporting person and his spouse. |
| F10 | Option is exercisable and vests over four years at the rate of 25% on March 22, 2019, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. |