Amy E. Weaver - 22 Mar 2024 Form 4 Insider Report for Salesforce, Inc. (CRM)

Reporting relationship: President and CFO
Issuer ticker: CRM
Reported as of: 22 Mar 2024
Net transaction value: -$819,600
SEC form: 4
Accepted by SEC: 22 Mar 2024, 20:03:16 UTC
Prior SEC filing: 23 Feb 2024
Next SEC filing: 10 Apr 2024
Source filing: View source filing
Reporting owner signature: /s/ Sarah Dale, Attorney-in-Fact for Amy Weaver

Key filing fact

Amy E. Weaver filed Form 4 for Salesforce, Inc. (CRM) on 22 Mar 2024.

Key facts

This page summarizes Amy E. Weaver's Form 4 filing for Salesforce, Inc. (CRM).
7 reported transactions and 3 derivative rows are listed below.
Accepted by SEC: 22 Mar 2024, 20:03.

Change

Previous filing in this sequence was filed on 23 Feb 2024.
Current net transaction value: -$819,600.

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: $404,926
Shares: +2,627
Change %: +6.8%
Price: $154.14
Shares after: 41,110
Date: 22 Mar 2024
Ownership: Direct
Footnotes: F1

CRM transaction

Common Stock

Options Exercise

Transaction value: $473,159
Shares: +2,199
Change %: +5.3%
Price: $215.17
Shares after: 43,309
Date: 22 Mar 2024
Ownership: Direct
Footnotes: F1

CRM transaction

Common Stock

Options Exercise

Transaction value: $490,754
Shares: +2,249
Change %: +5.2%
Price: $218.21
Shares after: 45,558
Date: 22 Mar 2024
Ownership: Direct
Footnotes: F1

CRM transaction

Common Stock

Sale

Transaction value: $2,188,439
Shares: -7,075
Change %: -16%
Price: $309.32
Shares after: 38,483
Date: 22 Mar 2024
Ownership: Direct
Footnotes: F1

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

CRM transaction Derivative

Non-qualified Stock Option (Right to Buy)

Options Exercise

Transaction value: $0
Shares: -2,627
Change %: -50%
Price: $0.000000
Shares after: 2,628
Date: 22 Mar 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 2,627
Exercise price: $154.14
Footnotes: F1, F2

CRM transaction Derivative

Non-qualified Stock Option (Right to Buy)

Options Exercise

Transaction value: $0
Shares: -2,199
Change %: -7.7%
Price: $0.000000
Shares after: 26,377
Date: 22 Mar 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 2,199
Exercise price: $215.17
Footnotes: F1, F3

CRM transaction Derivative

Non-qualified Stock Option (Right to Buy)

Options Exercise

Transaction value: $0
Shares: -2,249
Change %: -4%
Price: $0.000000
Shares after: 53,976
Date: 22 Mar 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 2,249
Exercise price: $218.21
Footnotes: F1, F4

^* 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 4 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 September 28, 2023.

Footnote F2

Option vests over four years at the rate of 25% on April 22, 2021, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months.

Footnote F3

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 F4

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.