Salesforce, Inc. filings document the regulatory record of a New York Stock Exchange-listed enterprise software company. Recent 8-K reports cover operating and financial results, Regulation FD disclosures, material definitive agreements, accelerated share repurchase activity, senior note issuances and borrowings connected with acquisition financing.
Salesforce proxy and governance filings cover shareholder voting matters, board and executive compensation disclosures, officer-role changes and equity compensation topics. The filing record also describes capital-structure matters affecting common stock, debt securities, credit agreements and completed acquisition-related obligations.
Salesforce, Inc. (CRM) entered into a definitive agreement to acquire Braze at an approximately $5.66 billion enterprise value; holders of Braze Class A common stock will receive $47.50 in cash per share. The transaction is expected to close in Salesforce’s fiscal year 2028, subject to customary closing conditions, including Braze shareholder approval and required regulatory approvals.
Salesforce expects to fund the transaction with cash, according to its investor presentation. The company said there is no anticipated change to FY27 guidance; it has not guided FY28 and has no update to long-term targets at this time. The presentation also says there is no change to the FY30 framework at this time.
Braze serves approximately 2,770 customers and provides real-time, cross-channel customer engagement and AI-powered decisioning. Salesforce expects Braze’s capabilities to complement Data 360, Customer 360, Agentforce and SIForce, and to strengthen Marketing Cloud’s cross-channel personalization. The presentation describes expected growth accretion balanced by near-term profitability dilution.
Salesforce, Inc. (CRM) Co-Founder Harris Parker reported that 1,269 and 1,272 restricted stock units converted into common shares on September 22, 2026. The related entries show acquisitions of 1,269 and 1,272 common shares, while 630 and 631 shares were withheld to satisfy tax liability at $233.28 per share. The report also lists indirect holdings through a family trust and LLCs.
Robin L. Washington, Salesforce, Inc.'s President and COFO, converted 1,831 restricted stock units into 1,831 shares of common stock on September 22, 2026, on a one-for-one basis. The records also report 908 shares withheld to satisfy the reporting person's tax liability at $233.28 per share, and 18,310 restricted stock units following the reported transaction.
Salesforce, Inc. President and CLO Niles Sabastian reported conversion of 1,015 and 1,017 restricted stock units into common stock on September 22, 2026, on a one-for-one basis. To satisfy his tax liability upon vesting and settlement, 562 and 563 common shares were withheld; each withholding entry reports $233.28 per share.
Salesforce, Inc. President and COO Miguel Milano reported converting 1,015 and 1,526 restricted stock units into matching counts of common shares on September 22, 2026. He also had 400 and 601 common shares withheld to satisfy tax liability upon vesting and settlement. The units convert one-for-one, and no Rule 10b5-1 plan is reported.
Salesforce, Inc. (CRM) director Kirk David Blair purchased common stock on September 18, 2026. He bought 4,176 shares in open-market or private transactions at a weighted average price of $239.3321 per share, in multiple trades between $239.20 and $239.44, and now directly holds 18,748 shares of Salesforce common stock. No Rule 10b5-1 trading plan is reported for this transaction.
Salesforce, Inc. (CRM) used its September 16, 2026 Investor Day to lay out a detailed financial performance history, FY27 guidance and a longer-term FY30 revenue target, focusing on AI-driven growth and capital returns. Revenue rose from $26.5 billion in FY22 to $41.5 billion in FY26, while non-GAAP operating margin expanded from 18.7% to 34.1% over the same period.
The company targets FY27 revenue of $46.4 billion at the high end of guidance with a 34.3% non-GAAP operating margin, and describes being on track to grow free cash flow from about $5.3 billion in FY22 to an estimated $15 billion in FY27. Salesforce also highlights returning 190% of FY27 free cash flow, including a $25 billion accelerated share repurchase expected to reduce share count by at least 14%. Longer term, it reiterates a $63 billion+ FY30 revenue target, tied to growth in AI-related software spend and its “Agentic Enterprise” strategy.
Salesforce, Inc. (CRM) reported that President and Chief Legal Officer Niles Sabastian had 8,873 shares of common stock withheld on September 15, 2026, to satisfy his tax liability upon vesting and settlement of a performance-based restricted stock unit award. The shares were withheld at $255.65 per share, and he now holds 18,164 common shares directly. No transactions were reported as made under a Rule 10b5-1 trading plan.
Salesforce, Inc. (CRM) reported that President and COO Miguel Milano had 6,535 shares of common stock withheld on September 15, 2026 to pay tax obligations arising from the vesting and settlement of a performance-based restricted stock unit award, at a reference price of $255.65 per share.
After this tax-withholding event, Milano holds 32,219 shares of Salesforce common stock directly. No Rule 10b5-1 trading plan is reported for this transaction.
Salesforce, Inc. (CRM) director Craig Conway reported selling a total of 4,500 shares of Salesforce common stock in two open-market transactions on September 4, 2026. The sales were made at prices around $260 per share, and no Rule 10b5-1 trading plan is reported.
The reported transactions consist of 1,418 shares sold at a weighted average price within a narrow range and an additional 3,082 shares sold at a stated per-share price, all held directly by the reporting person.