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Salesforce (NYSE: CRM) director adds 441 shares via trust

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(Neutral)
Form Type
4

Rhea-AI Filing Summary

Salesforce, Inc. (CRM) director Arnold W. Donald reported the conversion of 441 Restricted Stock Units into an equal number of shares of common stock on August 22, 2026. The RSUs convert to common stock on a one-for-one basis and vest in four 25% installments on February 22, 2026, May 22, 2026, August 22, 2026, and November 22, 2026. Following the conversion, 441 shares of common stock were acquired and are held indirectly through the Arnold W. Donald Rev Trust, bringing that trust’s holdings to 5,856 shares, while a separate 161 shares are held directly.

Positive

  • None.

Negative

  • None.
Insider DONALD ARNOLD W
Role Director
Type Security Shares Price Value
Exercise Restricted Stock Units F1, F2 441 $0.00 $0.00
Exercise Common Stock 441 $0.00 $0.00
holding Common Stock -- -- --
Holdings After Transaction: Restricted Stock Units — 441 shares (Direct); Common Stock — 5,856 shares (Indirect, By Arnold W. Donald Rev Trust); Common Stock — 161 shares (Direct)
Footnotes (2)
  1. F1. Restricted Stock Units convert to shares of common stock on a one-for-one basis.
  2. F2. 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.
RSUs converted 441 Restricted Stock Units Converted into common stock on August 22, 2026
Shares acquired indirectly 441 shares of Common Stock Acquired by Arnold W. Donald Rev Trust on August 22, 2026
Indirect holdings after transaction 5,856 shares of Common Stock Held by Arnold W. Donald Rev Trust following the transaction
Direct holdings after transaction 161 shares of Common Stock Directly held by Arnold W. Donald after the reported transactions
RSU vesting schedule 25% on each of four dates in 2026 Vests on February 22, May 22, August 22, and November 22, 2026
Conversion ratio 1 RSU for 1 share of Common Stock Defined conversion rate for reported Restricted Stock Units
Restricted Stock Units financial
"Restricted Stock Units convert to shares of common stock on a one-for-one basis"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Exercise or conversion of derivative security financial
"transaction_code_description: Exercise or conversion of derivative security"
indirect ownership financial
"ownership_type: indirect, nature_of_ownership: By Arnold W. Donald Rev Trust"

FAQ

What insider transaction did Salesforce (CRM) director Arnold W. Donald report?

Arnold W. Donald reported the exercise of 441 Restricted Stock Units into common stock and the related acquisition of 441 shares of Salesforce common stock on August 22, 2026, held indirectly through the Arnold W. Donald Rev Trust.

How many Salesforce (CRM) shares did Arnold W. Donald hold indirectly after this Form 4?

After the reported transactions, the Arnold W. Donald Rev Trust held 5,856 shares of Salesforce common stock indirectly attributable to Arnold W. Donald, according to the filing’s post-transaction holdings figure.

What are the vesting terms of Arnold W. Donald’s Salesforce (CRM) Restricted Stock Units?

The 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, and convert to common stock on a one-for-one basis.

How many Salesforce (CRM) RSUs were converted in this Form 4 filing?

A total of 441 Restricted Stock Units were converted into 441 shares of Salesforce common stock, consistent with the one-for-one conversion ratio disclosed in the footnotes.

How many Salesforce (CRM) shares does Arnold W. Donald hold directly after the transaction?

The filing shows a separate direct holding of 161 shares of Salesforce common stock for Arnold W. Donald after the reported transactions, in addition to his indirect holdings through the trust.

Did the Salesforce (CRM) Form 4 indicate use of a Rule 10b5-1 trading plan?

No. The Form 4 data indicate the Rule 10b5-1 checkbox was not affirmed (the value is false), and the footnotes do not state that the transactions were made pursuant to a trading plan.

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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*
DONALD ARNOLD W

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

(Street)
SAN FRANCISCO CALIFORNIA 94105

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Salesforce, Inc. [ CRM ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
08/22/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Common Stock08/22/2026M441A$05,856IBy Arnold W. Donald Rev Trust
Common Stock161D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units$0(1)08/22/2026M44102/22/2026(2)11/22/2026Common Stock441$0441D
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 Arnold Donald08/24/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)