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[Form 4] Salesforce, Inc. Insider Trading Activity

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

Rhea-AI Filing Summary

Salesforce, Inc. director John V. Roos reported a routine equity transaction involving restricted stock units (RSUs). On 11/22/2025, 274 RSUs converted into 274 shares of Salesforce common stock at an exercise price of $0, reflecting the typical nature of RSU settlements rather than a market purchase.

After this transaction, Roos beneficially owned 15,964 shares of Salesforce common stock in direct ownership. The 274 RSUs reported in the derivative table were fully settled, leaving no remaining units from that specific grant. These RSUs were scheduled to vest in four equal installments of 25% of the original grant on February 22, May 22, August 22, and November 22, 2025.

Positive

  • None.

Negative

  • None.
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)
11/22/2025
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
Common Stock 11/22/2025 M 274 A $0 15,964 D
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) 11/22/2025 M 274 02/22/2025(2) 11/22/2025 Common Stock 274 $0 0 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, 2025, May 22, 2025, August 22, 2025, and November 22, 2025.
/s/ Sarah Dale, Attorney-in-Fact for John V. Roos 11/24/2025
** 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 did Salesforce (CRM) director John V. Roos report in this Form 4?

John V. Roos reported that on 11/22/2025, 274 restricted stock units converted into 274 shares of Salesforce common stock at an exercise price of $0, a standard RSU settlement.

How many Salesforce (CRM) shares does John V. Roos own after this transaction?

Following the reported transaction, John V. Roos beneficially owned 15,964 shares of Salesforce common stock in direct ownership.

What happened to the restricted stock units reported by John V. Roos for Salesforce (CRM)?

The filing shows that 274 restricted stock units were exercised (coded "M") and converted into 274 shares of common stock, leaving 0 derivative securities from that specific RSU grant.

How were John V. Roos’s Salesforce (CRM) restricted stock units scheduled to vest?

The RSUs were scheduled to vest as to 25% of the original grant on each of February 22, 2025, May 22, 2025, August 22, 2025, and November 22, 2025.

Was there any cash consideration in John V. Roos’s Salesforce (CRM) RSU conversion?

No cash price was paid for the RSU conversion; the transaction shows an exercise price of $0, which is typical for restricted stock units converting into shares.

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Software - Application
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United States
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