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Salesforce (CRM) executive logs RSU conversion and 14,667 tax-withheld shares

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

Rhea-AI Filing Summary

Salesforce, Inc. Chief Engineering and Customer Success Officer Srinivas Tallapragada reported routine equity compensation activity. On April 22, 2026, 1,785 restricted stock units converted into the same number of common shares. The RSUs convert to common stock on a one-for-one basis.

On the same date, a total of 14,667 common shares were withheld to cover his tax liabilities tied to vesting and settlement of time-based and performance-based RSU awards, a non-market disposition method. These transactions are compensation- and tax-related rather than open‑market buying or selling.

Positive

  • None.

Negative

  • None.
Insider Tallapragada Srinivas
Role Chief Eng/Cust Success Officer
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
Holdings After Transaction: Restricted Stock Units — 7,142 shares (Direct, null); Common Stock — 83,144 shares (Direct, null)
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. 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
Tax-withheld shares total 14,667 shares Common shares withheld to satisfy tax liabilities on RSU vesting
RSUs remaining 7,142 units Restricted stock units outstanding after reported conversion
RSU vesting start April 22, 2024 25% of original RSU grant vests on this date
RSU vesting pattern 1/16 quarterly Remaining RSU grant vests in equal quarterly installments thereafter
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 liability financial
"shares withheld to satisfy the reporting person's tax liability upon vesting"
vest financial
"These restricted stock units vest as to 25% of the original grant"
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.
derivative security financial
"transaction_code_description": "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.
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*
Tallapragada Srinivas

(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)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Eng/Cust Success Officer
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$083,144D
Common Stock04/22/2026F886(1)D$189.882,258D
Common Stock04/22/2026F13,781(2)D$189.868,477D
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(3)04/22/2026M1,78504/22/2024(4)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. Restricted Stock Units convert to shares of common stock on a one-for-one basis.
4. 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 Srinivas Tallapragada04/23/2026
** 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 insider transactions did Salesforce (CRM) report for Srinivas Tallapragada?

Salesforce reported that executive Srinivas Tallapragada had 1,785 restricted stock units convert into common stock and 14,667 common shares withheld for taxes. These are routine equity compensation and tax-withholding transactions, not open-market purchases or sales of CRM stock.

Were Srinivas Tallapragada’s Salesforce (CRM) transactions open-market sales?

No, the Form 4 shows tax-withholding dispositions rather than open-market sales. Shares were withheld by Salesforce to satisfy Tallapragada’s tax liabilities upon vesting and settlement of RSU and performance-based RSU awards, which is a standard compensation-related mechanism.

How many Salesforce (CRM) RSUs vested or converted in this Form 4?

The filing shows 1,785 restricted stock units converting into 1,785 shares of Salesforce common stock. The RSUs convert on a one-for-one basis, reflecting the vesting of a portion of a previously granted equity award to the executive.

How many Salesforce (CRM) shares were withheld for taxes in this filing?

According to the transaction summary, 14,667 Salesforce common shares were withheld. These shares covered the reporting person’s tax obligations triggered by vesting and settlement of time-based and performance-based restricted stock unit awards granted as part of compensation.

What vesting schedule applies to the Salesforce (CRM) RSUs in this Form 4?

The filing states that these restricted stock units vest 25% of the original grant on April 22, 2024, with the remainder vesting in 1/16 increments quarterly thereafter. This creates a gradual vesting pattern over time for the executive’s equity award.

Does this Salesforce (CRM) Form 4 indicate remaining RSUs for the executive?

Yes. After the reported conversion, 7,142 restricted stock units remain outstanding in this award. These units will continue to vest over time according to the disclosed quarterly vesting schedule, subject to the terms of Salesforce’s equity compensation plan.