STOCK TITAN

Salesforce (NYSE: CRM) director John Roos granted 1,766 RSUs

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Salesforce, Inc. director John Victor Roos reported a new equity award. On February 1, 2026, he received 1,766 restricted stock units at a price of $0 per unit. These units convert into shares of Salesforce common stock on a one-for-one basis.

The award is scheduled to vest in four installments, with 25% of the original 1,766-unit grant vesting on each of February 22, 2026, May 22, 2026, August 22, 2026, and November 22, 2026. Following this grant, Roos directly holds 1,766 derivative securities in the form of restricted stock units.

Positive

  • None.

Negative

  • None.
Insider Roos John Victor
Role Director
Type Security Shares Price Value
Grant/Award Restricted Stock Units 1,766 $0.00 --
Holdings After Transaction: Restricted Stock Units — 1,766 shares (Direct)
Footnotes (1)
  1. Restricted Stock Units convert to shares of common stock on a one-for-one basis. These restricted stock units vest as to 25% of the original grant on each of February 22, 2026, May 22, 2026, August 22, 2026, and November 22, 2026.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Roos John Victor

(Last) (First) (Middle)
415 MISSION STREET
3RD FLOOR

(Street)
SAN FRANCISCO CA 94105

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Salesforce, Inc. [ CRM ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
02/01/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Restricted Stock Units $0(1) 02/01/2026 A 1,766 02/22/2026(2) 11/22/2026 Common Stock 1,766 $0 1,766 D
Explanation of Responses:
1. Restricted Stock Units convert to shares of common stock on a one-for-one basis.
2. These restricted stock units vest as to 25% of the original grant on each of February 22, 2026, May 22, 2026, August 22, 2026, and November 22, 2026.
/s/ Sarah Dale, Attorney-in-Fact for John V. Roos 02/02/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did Salesforce (CRM) director John Roos report?

John Victor Roos reported receiving 1,766 restricted stock units. The Form 4 shows a derivative transaction coded "A" on February 1, 2026, reflecting an award of restricted stock units that will settle into Salesforce common stock over a defined vesting schedule.

How many Salesforce (CRM) restricted stock units were granted to John Roos?

John Roos was granted 1,766 restricted stock units. The filing lists a single derivative transaction for 1,766 units at a price of $0 per unit, with all 1,766 units reported as beneficially owned directly after the transaction.

What is the vesting schedule for John Roos’s Salesforce (CRM) RSUs?

The RSUs vest in four 25% installments during 2026. Footnotes explain that 25% of the original 1,766-unit grant vests on each of February 22, May 22, August 22, and November 22, 2026, subject to the award’s terms.

How do John Roos’s Salesforce (CRM) restricted stock units convert into shares?

Each restricted stock unit converts into one share of common stock. The footnotes state that the RSUs convert to Salesforce common stock on a one-for-one basis, aligning the number of units with the number of underlying shares upon settlement.

Is John Roos’s ownership in Salesforce (CRM) from this grant direct or indirect?

The reported ownership of these RSUs is direct. The transaction table identifies 1,766 derivative securities beneficially owned following the grant, with the ownership form column marked "D" for direct and no separate indirect ownership entity described.

What transaction code is shown for John Roos’s Salesforce (CRM) RSU grant?

The transaction is coded "A" for an acquisition. In Table II, the February 1, 2026 grant of 1,766 restricted stock units is listed with transaction code "A", indicating an award or acquisition rather than a sale or disposition.