Brian Millham - 22 Dec 2024 Form 4 Insider Report for Salesforce, Inc. (CRM)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
23 Dec 2024, 20:22:18 UTC
Prior SEC filing
22 Nov 2024
Next SEC filing
26 Dec 2024
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Sarah Dale, Attorney-in-Fact for Brian Millham

Key filing fact

Brian Millham filed Form 4 for Salesforce, Inc. (CRM) on 23 Dec 2024.

Key facts

  • This page summarizes Brian Millham's Form 4 filing for Salesforce, Inc. (CRM).
  • 18 reported transactions and 6 derivative rows are listed below.
  • Accepted by SEC: 23 Dec 2024, 20:22.

Change

  • Previous filing in this sequence was filed on 22 Nov 2024.
  • Current net transaction value: -$2,259,491.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

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
+1,634
Change %
Price
$0.000000
Shares after
1,634
Date
22 Dec 2024
Ownership
Direct
CRM transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+1,706
Change %
+104%
Price
$0.000000
Shares after
3,340
Date
22 Dec 2024
Ownership
Direct
CRM transaction

Common Stock

Sale

Transaction value
$278,956
Shares
-821
Change %
-25%
Price
$339.78
Shares after
2,519
Date
23 Dec 2024
Ownership
Direct
Footnotes
F1
CRM transaction

Common Stock

Sale

Transaction value
$291,188
Shares
-857
Change %
-34%
Price
$339.78
Shares after
1,662
Date
23 Dec 2024
Ownership
Direct
Footnotes
F1
CRM transaction

Common Stock

Options Exercise

Transaction value
$380,107
Shares
+2,038
Change %
+123%
Price
$186.51
Shares after
3,700
Date
23 Dec 2024
Ownership
Direct
Footnotes
F2
CRM transaction

Common Stock

Options Exercise

Transaction value
$434,213
Shares
+2,018
Change %
+55%
Price
$215.17
Shares after
5,718
Date
23 Dec 2024
Ownership
Direct
Footnotes
F2
CRM transaction

Common Stock

Options Exercise

Transaction value
$459,768
Shares
+2,107
Change %
+37%
Price
$218.21
Shares after
7,825
Date
23 Dec 2024
Ownership
Direct
Footnotes
F2
CRM transaction

Common Stock

Options Exercise

Transaction value
$2,083,254
Shares
+8,646
Change %
+110%
Price
$240.95
Shares after
16,471
Date
23 Dec 2024
Ownership
Direct
Footnotes
F2
CRM transaction

Common Stock

Sale

Transaction value
$1,272,951
Shares
-3,751
Change %
-23%
Price
$339.36
Shares after
12,720
Date
23 Dec 2024
Ownership
Direct
Footnotes
F2, F3
CRM transaction

Common Stock

Sale

Transaction value
$1,542,313
Shares
-4,536
Change %
-36%
Price
$340.02
Shares after
8,184
Date
23 Dec 2024
Ownership
Direct
Footnotes
F2, F4
CRM transaction

Common Stock

Sale

Transaction value
$204,621
Shares
-600
Change %
-7.3%
Price
$341.04
Shares after
7,584
Date
23 Dec 2024
Ownership
Direct
Footnotes
F2, F5
CRM transaction

Common Stock

Sale

Transaction value
$2,026,804
Shares
-5,922
Change %
-78%
Price
$342.25
Shares after
1,662
Date
23 Dec 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
-1,634
Change %
-50%
Price
$0.000000
Shares after
1,635
Date
22 Dec 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
1,634
Exercise price
$0.000000
Footnotes
F6, F7
CRM transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
$0
Shares
-1,706
Change %
-17%
Price
$0.000000
Shares after
8,533
Date
22 Dec 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
1,706
Exercise price
$0.000000
Footnotes
F6, F8
CRM transaction Derivative

Non-qualified Stock Option (Right to Buy)

Options Exercise

Transaction value
$0
Shares
-2,038
Change %
-3.6%
Price
$0.000000
Shares after
55,019
Date
23 Dec 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
2,038
Exercise price
$186.51
Footnotes
F2, F9
CRM transaction Derivative

Non-qualified Stock Option (Right to Buy)

Options Exercise

Transaction value
$0
Shares
-2,018
Change %
-25%
Price
$0.000000
Shares after
6,054
Date
23 Dec 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
2,018
Exercise price
$215.17
Footnotes
F2, F10
CRM transaction Derivative

Non-qualified Stock Option (Right to Buy)

Options Exercise

Transaction value
$0
Shares
-2,107
Change %
-6.3%
Price
$0.000000
Shares after
31,600
Date
23 Dec 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
2,107
Exercise price
$218.21
Footnotes
F2, F11
CRM transaction Derivative

Non-qualified Stock Option (Right to Buy)

Options Exercise

Transaction value
$0
Shares
-8,646
Change %
-33%
Price
$0.000000
Shares after
17,292
Date
23 Dec 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
8,646
Exercise price
$240.95
Footnotes
F2, F12
* 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 12 footnotes

Footnote F1

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 December 22, 2024.

Footnote F2

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 F3

Weighted average price. These shares were sold in multiple transactions at prices ranging from $338.7600 to $339.7300 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.

Footnote F4

Weighted average price. These shares were sold in multiple transactions at prices ranging from $339.7600 to $340.4350 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.

Footnote F5

Weighted average price. These shares were sold in multiple transactions at prices ranging from $340.8500 to $341.6600 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.

Footnote F6

Restricted Stock Units convert to shares of common stock on a one-for-one basis.

Footnote F7

These restricted stock units vest as to 25% of the original grant on March 22, 2022, and vest as to 1/16 of the original grant quarterly thereafter.

Footnote F8

These restricted stock units vest as to 25% of the original grant on March 22, 2023, and vest as to 1/16 of the original grant quarterly thereafter.

Footnote F9

Option 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.

Footnote F10

Option 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.

Footnote F11

Option vests over four years at the rate of 25% on March 22, 2023, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months.

Footnote F12

Option vests over four years at the rate of 25% on February 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.

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