Key facts
- This page summarizes Brian Millham's Form 4 filing for Salesforce, Inc. (CRM).
- 6 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 23 Jul 2024, 19:34.
Brian Millham - 22 Jul 2024 Form 4 Insider Report for Salesforce, Inc. (CRM)
- Reporting relationship
- President and COO
- Issuer ticker
- CRM
- Reported as of
- 22 Jul 2024
- Net transaction value
- -$376,934
- SEC form
- 4
- Accepted by SEC
- 23 Jul 2024, 19:34:51 UTC
- Prior SEC filing
- 01 Jul 2024
- Next SEC filing
- 25 Jul 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Sarah Dale, Attorney-in-Fact for Brian Millham
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Brian Millham filed Form 4 for Salesforce, Inc. (CRM) on 23 Jul 2024.
Change
- Previous filing in this sequence was filed on 01 Jul 2024.
- Current net transaction value: -$376,934.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
CRM
transaction
Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +1,947
- Change %
- Price
- $0.000000
- Shares after
- 1,947
- Date
- 22 Jul 2024
- Ownership
- Direct
CRM
transaction
Common Stock
Options Exercise
- Transaction value
- $379,921
- Shares
- +2,037
- Change %
- +105%
- Price
- $186.51
- Shares after
- 3,984
- Date
- 22 Jul 2024
- Ownership
- Direct
- Footnotes
- F1
CRM
transaction
Common Stock
Sale
- Transaction value
- $506,704
- Shares
- -2,037
- Change %
- -51%
- Price
- $248.75
- Shares after
- 1,947
- Date
- 22 Jul 2024
- Ownership
- Direct
- Footnotes
- F1
CRM
transaction
Common Stock
Sale
- Transaction value
- $250,152
- Shares
- -978
- Change %
- -50%
- Price
- $255.78
- Shares after
- 969
- Date
- 23 Jul 2024
- Ownership
- Direct
- Footnotes
- F2
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
CRM
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -1,947
- Change %
- -8.3%
- Price
- $0.000000
- Shares after
- 21,424
- Date
- 22 Jul 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 1,947
- Exercise price
- $0.000000
- Footnotes
- F3, F4
CRM
transaction
Derivative
Non-qualified Stock Option (Right to Buy)
Options Exercise
- Transaction value
- $0
- Shares
- -2,037
- Change %
- -3%
- Price
- $0.000000
- Shares after
- 65,208
- Date
- 22 Jul 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 2,037
- Exercise price
- $186.51
- Footnotes
- F1, F5
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Rule 10b5-1 trading plan
These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.
Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).
Explanation of responses 5 footnotes
Footnote 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.
Footnote 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 July 22, 2024.
Footnote F3
Restricted Stock Units convert to shares of common stock on a one-for-one basis.
Footnote F4
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.
Footnote F5
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.