Brian Millham - 28 Jun 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
01 Jul 2024, 17:01:38 UTC
Prior SEC filing
26 Jun 2024
Next SEC filing
23 Jul 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 01 Jul 2024.

Key facts

  • This page summarizes Brian Millham's Form 4 filing for Salesforce, Inc. (CRM).
  • 3 reported transactions and 1 derivative row are listed below.
  • Accepted by SEC: 01 Jul 2024, 17:01.

Change

  • Previous filing in this sequence was filed on 26 Jun 2024.
  • Current net transaction value: -$90,467.

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
$434,213
Shares
+2,018
Change %
Price
$215.17
Shares after
2,018
Date
28 Jun 2024
Ownership
Direct
Footnotes
F1
CRM transaction

Common Stock

Sale

Transaction value
$524,680
Shares
-2,018
Change %
-100%
Price
$260.00
Shares after
0
Date
28 Jun 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
-2,018
Change %
-10%
Price
$0.000000
Shares after
18,161
Date
28 Jun 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
2,018
Exercise price
$215.17
Footnotes
F1, F2
* 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 2 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

Option is exercisable and 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.

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