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Salesforce (NYSE: CRM) director manages RSU vesting taxes with share withholding

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

Rhea-AI Filing Summary

Salesforce, Inc. director and Slack co-founder and CTO Parker Harris reported routine equity-compensation activity. On April 22, 2026, 1,785 restricted stock units converted into the same number of Salesforce common shares, reflecting scheduled vesting.

To cover tax obligations on these and related performance-based awards, a total of 14,667 shares were withheld at a reference price of $189.80 per share, classified as tax-withholding dispositions rather than open-market sales. After these entries, Harris directly held 175,776 shares of common stock and 7,142 restricted stock units, with additional indirect holdings through several LLCs managed by him and his spouse and through the G. Parker Harris III & Holly L. Johnson Family Trust.

Positive

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Negative

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Insider Harris Parker
Role Co-Founder and CTO, Slack
Type Security Shares Price Value
Exercise Restricted Stock Units 1,785 $0.00 --
Exercise Common Stock 1,785 $0.00 --
Tax Withholding Common Stock 886 $189.80 $168K
Tax Withholding Common Stock 13,781 $189.80 $2.62M
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Restricted Stock Units — 7,142 shares (Direct, null); Common Stock — 175,776 shares (Direct, null); Common Stock — 930,987 shares (Indirect, By HJ Family Trust)
Footnotes (1)
  1. Represents shares withheld to satisfy the reporting person's tax liability upon vesting and settlement of a restricted stock unit award. Represents shares withheld to satisfy the reporting person's tax liability upon vesting and settlement of shares earned pursuant to a performance-based restricted stock unit award. Shares held in The G. Parker Harris III & Holly L. Johnson Family Trust. The reported securities are held by an LLC that is managed by the reporting person and his spouse. 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 April 22, 2024 and vest as to 1/16 of the original grant quarterly thereafter.
RSUs converted 1,785 shares Restricted Stock Units converting to common stock on April 22, 2026
Shares withheld for taxes 14,667 shares Tax-withholding dispositions related to RSU and performance RSU vesting
Tax reference price $189.80 per share Price used for shares withheld to satisfy tax liabilities
Direct common shares after transactions 175,776 shares Direct Salesforce holdings following April 22, 2026 entries
Remaining RSUs 7,142 units Restricted stock units outstanding after the RSU conversion
Family trust holdings 930,987 shares Shares held by The G. Parker Harris III & Holly L. Johnson Family Trust
LLC indirect holdings example 171,324 shares Common stock held indirectly by an LLC managed by Harris and spouse
RSU vesting schedule 25% on April 22, 2024; 1/16 quarterly Schedule for one restricted stock unit grant
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.
performance-based restricted stock unit award financial
"shares earned pursuant to a performance-based restricted stock unit award."
tax-withholding disposition financial
"Payment of exercise price or tax liability by delivering securities"
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
Family Trust financial
"Shares held in The G. Parker Harris III & Holly L. Johnson Family Trust."
derivative security financial
"Exercise or conversion of derivative security"
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
vest financial
"These restricted stock units vest as to 25% of the original grant on April 22, 2024"
A vest is the process by which an employee earns the right to receive certain benefits or ownership interests, such as stock or retirement funds, over time. It’s similar to earning a reward gradually, ensuring that the benefit becomes fully yours only after a set period or meeting specific conditions. This makes it important for investors because it determines when they can actually claim or use those benefits.
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*
Harris Parker

(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
XOfficer (give title below)Other (specify below)
Co-Founder and CTO, Slack
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/22/2026
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 Stock04/22/2026M1,785A$0175,776D
Common Stock04/22/2026F886(1)D$189.8174,890D
Common Stock04/22/2026F13,781(2)D$189.8161,109D
Common Stock930,987IBy HJ Family Trust(3)
Common Stock115,840IBy LLC BE(4)
Common Stock171,323IBy LLC BN(4)
Common Stock115,840IBy LLC NE(4)
Common Stock171,324IBy LLC NN(4)
Common Stock115,840IBy LLC ZE(4)
Common Stock171,324IBy LLC ZN(4)
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(5)04/22/2026M1,78504/22/2024(6)04/22/2027Common Stock1,785$07,142D
Explanation of Responses:
1. Represents shares withheld to satisfy the reporting person's tax liability upon vesting and settlement of a restricted stock unit award.
2. Represents shares withheld to satisfy the reporting person's tax liability upon vesting and settlement of shares earned pursuant to a performance-based restricted stock unit award.
3. Shares held in The G. Parker Harris III & Holly L. Johnson Family Trust.
4. The reported securities are held by an LLC that is managed by the reporting person and his spouse.
5. Restricted Stock Units convert to shares of common stock on a one-for-one basis.
6. These restricted stock units vest as to 25% of the original grant on April 22, 2024 and vest as to 1/16 of the original grant quarterly thereafter.
/s/ Andrew Leeds, Attorney-in-Fact for Parker Harris04/23/2026
** 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)

FAQ

What did Salesforce (CRM) director Parker Harris report in this Form 4?

Parker Harris reported routine equity-compensation events, including the conversion of 1,785 restricted stock units into Salesforce common stock and related tax-withholding share dispositions. These entries reflect scheduled vesting and tax settlement, not open-market buying or selling activity.

How many Salesforce shares were withheld for taxes in Harris’s latest filing?

The filing shows 14,667 shares of Salesforce common stock were withheld to satisfy tax liabilities tied to RSU and performance-based RSU vesting, at a reference price of $189.80 per share. These are mechanistic tax payments, not discretionary market sales.

How many Salesforce shares does Parker Harris hold directly after these transactions?

After the reported transactions, Parker Harris directly held 175,776 shares of Salesforce common stock. He also retained 7,142 restricted stock units, which convert into shares on a one-for-one basis as they continue to vest over time under the award schedule.

How do the reported RSUs in the Salesforce (CRM) filing convert into common shares?

The restricted stock units convert into Salesforce common stock on a one-for-one basis. One award vests 25% of the original grant on April 22, 2024, with 1/16 of the original grant vesting quarterly thereafter, as long as vesting conditions are met.

Were the Salesforce shares in this Form 4 bought or sold on the open market?

No open-market trades are shown. The filing records RSU conversions and share withholding for taxes at $189.80 per share. Tax-withholding dispositions are administrative and differ from discretionary purchases or sales on the stock market.