STOCK TITAN

[Form 4] Salesforce, Inc. Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary

Parker Harris, a Salesforce (CRM) director and Co-Founder/CTO of Slack, reports planned transactions under a Rule 10b5-1 trading plan. The filing shows dispositions including a 16,000-share transaction executed as a gift to a donor-advised charitable fund and a separate 137,723-share disposal. After the reported moves, the reporting person retains beneficial ownership of 930,987 shares indirectly through the HJ Family Trust and multiple LLCs that he and his spouse manage. The filing identifies the transactions as automatic under the adopted trading plan and clarifies the nature of indirect holdings.

Parker Harris, direttore di Salesforce (CRM) e cofondatore/CTO di Slack, ha segnalato operazioni programmate nell'ambito di un piano di negoziazione Rule 10b5-1. La comunicazione indica dismissioni tra cui una cessione di 16.000 azioni effettuata come dono a un fondo caritativo consigliato dal donatore e una separata vendita di 137.723 azioni. Dopo queste operazioni, la persona segnalante mantiene la proprietà effettiva di 930.987 azioni detenute indirettamente tramite l'HJ Family Trust e diverse LLC gestite da lui e dalla moglie. Il deposito precisa che le transazioni sono automatiche in base al piano adottato e chiarisce la natura delle partecipazioni indirette.

Parker Harris, director de Salesforce (CRM) y cofundador/CTO de Slack, ha informado de transacciones planificadas bajo un plan de comercio Rule 10b5-1. El informe muestra disposiciones que incluyen una operación de 16.000 acciones ejecutada como donación a un fondo caritativo asesorado por el donante y una disposición separada de 137.723 acciones. Tras las operaciones notificadas, la persona informante conserva la titularidad beneficiosa de 930.987 acciones de forma indirecta a través del HJ Family Trust y varias LLC que él y su cónyuge administran. La presentación identifica las transacciones como automáticas según el plan de comercio adoptado y aclara la naturaleza de las participaciones indirectas.

세일즈포스(티커 CRM) 이사이자 슬랙의 공동창업자 겸 CTO인 파커 해리스는 Rule 10b5-1 거래 계획에 따른 예정 거래를 신고했습니다. 제출서류에는 기부자가 자문하는 자선펀드로 실행된 16,000주 증여와 별도의 137,723주 처분이 포함되어 있습니다. 신고된 거래 후, 신고인은 HJ 패밀리 트러스트와 본인 및 배우자가 관리하는 여러 LLC를 통해 930,987주에 대한 실질적 소유권을 간접적으로 보유하고 있습니다. 제출서는 해당 거래들이 채택된 거래 계획에 따라 자동적으로 이루어진 것임을 밝히고 간접 보유의 성격을 명확히 했습니다.

Parker Harris, administrateur de Salesforce (CRM) et cofondateur/CTO de Slack, a déclaré des transactions programmées dans le cadre d'un plan de négociation Rule 10b5-1. Le dépôt indique des cessions, dont une opération de 16 000 actions réalisée en tant que don à un fonds caritatif conseillé par le donateur et une cession distincte de 137 723 actions. Après les mouvements déclarés, la personne déclarante conserve la propriété bénéficiaire de 930 987 actions, détenues indirectement via le HJ Family Trust et plusieurs LLC gérées par lui et son épouse. Le dossier précise que les transactions sont automatiques en vertu du plan adopté et clarifie la nature des détentions indirectes.

Parker Harris, Director bei Salesforce (CRM) und Mitbegründer/CTO von Slack, meldet geplante Transaktionen im Rahmen eines Rule-10b5-1-Handelsplans. Die Einreichung zeigt Veräußerungen, darunter eine als Geschenk ausgeführte Transaktion über 16.000 Aktien an einen donor-advised Charitable Fund sowie eine separate Veräußerung von 137.723 Aktien. Nach den gemeldeten Schritten behält die meldende Person das wirtschaftliche Eigentum an 930.987 Aktien, indirekt gehalten über den HJ Family Trust und mehrere LLCs, die von ihm und seiner Ehefrau verwaltet werden. Die Meldung weist darauf hin, dass es sich um automatische Transaktionen gemäß dem angenommenen Handelsplan handelt und erläutert die Art der indirekten Beteiligungen.

Positive
  • None.
Negative
  • None.

Insights

TL;DR: Routine insider disposals under a pre-established 10b5-1 plan reduce direct holdings but leave substantial indirect ownership.

The reported transactions appear procedural: a 10b5-1 plan triggered a 16,000-share gift to a donor-advised fund and a 137,723-share disposal. Despite these dispositions, the reporting person continues to hold 930,987 shares indirectly, indicating ongoing economic exposure to Salesforce equity. For investors, the moves are not an unusual one-off sale but activity executed under a standing trading plan, which generally reduces concerns about opportunistic timing. No derivative positions or new grants are reported.

TL;DR: Governance practice consistent with compliance: director used a Rule 10b5-1 plan and disclosed indirect holdings and charitable gift.

The disclosure names the Rule 10b5-1 plan adoption as the execution mechanism and documents the indirect ownership structure via a family trust and several managed LLCs. The charitable gift is explicitly marked as such, and a power of attorney signs the form, which is standard. These elements reflect adherence to disclosure rules and common governance protocols for insiders managing planned transactions and estate/household holdings.

Parker Harris, direttore di Salesforce (CRM) e cofondatore/CTO di Slack, ha segnalato operazioni programmate nell'ambito di un piano di negoziazione Rule 10b5-1. La comunicazione indica dismissioni tra cui una cessione di 16.000 azioni effettuata come dono a un fondo caritativo consigliato dal donatore e una separata vendita di 137.723 azioni. Dopo queste operazioni, la persona segnalante mantiene la proprietà effettiva di 930.987 azioni detenute indirettamente tramite l'HJ Family Trust e diverse LLC gestite da lui e dalla moglie. Il deposito precisa che le transazioni sono automatiche in base al piano adottato e chiarisce la natura delle partecipazioni indirette.

Parker Harris, director de Salesforce (CRM) y cofundador/CTO de Slack, ha informado de transacciones planificadas bajo un plan de comercio Rule 10b5-1. El informe muestra disposiciones que incluyen una operación de 16.000 acciones ejecutada como donación a un fondo caritativo asesorado por el donante y una disposición separada de 137.723 acciones. Tras las operaciones notificadas, la persona informante conserva la titularidad beneficiosa de 930.987 acciones de forma indirecta a través del HJ Family Trust y varias LLC que él y su cónyuge administran. La presentación identifica las transacciones como automáticas según el plan de comercio adoptado y aclara la naturaleza de las participaciones indirectas.

세일즈포스(티커 CRM) 이사이자 슬랙의 공동창업자 겸 CTO인 파커 해리스는 Rule 10b5-1 거래 계획에 따른 예정 거래를 신고했습니다. 제출서류에는 기부자가 자문하는 자선펀드로 실행된 16,000주 증여와 별도의 137,723주 처분이 포함되어 있습니다. 신고된 거래 후, 신고인은 HJ 패밀리 트러스트와 본인 및 배우자가 관리하는 여러 LLC를 통해 930,987주에 대한 실질적 소유권을 간접적으로 보유하고 있습니다. 제출서는 해당 거래들이 채택된 거래 계획에 따라 자동적으로 이루어진 것임을 밝히고 간접 보유의 성격을 명확히 했습니다.

Parker Harris, administrateur de Salesforce (CRM) et cofondateur/CTO de Slack, a déclaré des transactions programmées dans le cadre d'un plan de négociation Rule 10b5-1. Le dépôt indique des cessions, dont une opération de 16 000 actions réalisée en tant que don à un fonds caritatif conseillé par le donateur et une cession distincte de 137 723 actions. Après les mouvements déclarés, la personne déclarante conserve la propriété bénéficiaire de 930 987 actions, détenues indirectement via le HJ Family Trust et plusieurs LLC gérées par lui et son épouse. Le dossier précise que les transactions sont automatiques en vertu du plan adopté et clarifie la nature des détentions indirectes.

Parker Harris, Director bei Salesforce (CRM) und Mitbegründer/CTO von Slack, meldet geplante Transaktionen im Rahmen eines Rule-10b5-1-Handelsplans. Die Einreichung zeigt Veräußerungen, darunter eine als Geschenk ausgeführte Transaktion über 16.000 Aktien an einen donor-advised Charitable Fund sowie eine separate Veräußerung von 137.723 Aktien. Nach den gemeldeten Schritten behält die meldende Person das wirtschaftliche Eigentum an 930.987 Aktien, indirekt gehalten über den HJ Family Trust und mehrere LLCs, die von ihm und seiner Ehefrau verwaltet werden. Die Meldung weist darauf hin, dass es sich um automatische Transaktionen gemäß dem angenommenen Handelsplan handelt und erläutert die Art der indirekten Beteiligungen.

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).
X
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 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
X Officer (give title below) Other (specify below)
Co-Founder and CTO, Slack
3. Date of Earliest Transaction (Month/Day/Year)
08/19/2025
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 08/19/2025 G(1)(2) 16,000 D $0 930,987 I By HJ Family Trust(3)
Common Stock 137,723 D
Common Stock 115,840 I By LLC BE(4)
Common Stock 171,323 I By LLC BN(4)
Common Stock 115,840 I By LLC NE(4)
Common Stock 171,324 I By LLC NN(4)
Common Stock 115,840 I By LLC ZE(4)
Common Stock 171,324 I By 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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 17, 2024.
2. Gift to charitable donor advised fund.
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.
Remarks:
Exhibit 24 - Power of Attorney
/s/ Sarah Dale, Attorney-in-Fact for Parker Harris 08/20/2025
** 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.
Salesforce Com Inc

NYSE:CRM

CRM Rankings

CRM Latest News

CRM Latest SEC Filings

CRM Stock Data

233.24B
931.28M
2.58%
83.05%
1.43%
Software - Application
Services-prepackaged Software
Link
United States
SAN FRANCISCO