STOCK TITAN

Salesforce (CRM) director Roos converts 442 RSUs, holds 16,848 shares

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

Rhea-AI Filing Summary

Salesforce director John Victor Roos reported a routine equity compensation event. On May 22, 2026, 442 Restricted Stock Units (RSUs) converted into 442 shares of Salesforce common stock on a one-for-one basis, increasing his directly held common shares to 16,848.

After this conversion, Roos still holds 882 RSUs, which are scheduled to vest in four equal 25% installments on February 22, May 22, August 22, and November 22, 2026. These transactions are classified as derivative exercises, not open-market purchases or sales.

Positive

  • None.

Negative

  • None.
Insider Roos John Victor
Role null
Type Security Shares Price Value
Exercise Restricted Stock Units 442 $0.00 --
Exercise Common Stock 442 $0.00 --
Holdings After Transaction: Restricted Stock Units — 882 shares (Direct, null); Common Stock — 16,848 shares (Direct, null)
Footnotes (1)
  1. 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 each of February 22, 2026, May 22, 2026, August 22, 2026, and November 22, 2026.
RSUs converted 442 shares Restricted Stock Units converting to common stock on May 22, 2026
Common shares held 16,848 shares Directly held common stock after transaction on May 22, 2026
RSUs remaining 882 units Restricted Stock Units outstanding after the reported conversion
RSU vesting schedule 25% on four 2026 dates Vests on Feb 22, May 22, Aug 22, Nov 22, 2026
Exercise price $0.00 per share Conversion of RSUs to common stock reported with zero price
Restricted Stock Units financial
"These restricted stock units vest as to 25% of the original grant..."
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.
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.
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.
one-for-one basis financial
"Restricted Stock Units convert to shares of common stock on a one-for-one basis."
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*
Roos John Victor

(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)
05/22/2026
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 Stock05/22/2026M442A$016,848D
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)05/22/2026M44202/22/2026(2)11/22/2026Common Stock442$0882D
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 John V. Roos05/26/2026
** 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 transaction did Salesforce (CRM) director John Victor Roos report?

John Victor Roos reported the conversion of 442 Restricted Stock Units into 442 shares of Salesforce common stock. This routine compensation-related event reflects an RSU vesting and derivative exercise, not an open-market stock purchase or sale.

How many Salesforce (CRM) shares does John Victor Roos hold after this Form 4?

Following the RSU conversion, John Victor Roos directly holds 16,848 shares of Salesforce common stock. This figure reflects his updated non-derivative ownership position reported as of the May 22, 2026 transaction date in the Form 4 filing.

What Restricted Stock Unit (RSU) position remains for Salesforce (CRM) director John Victor Roos?

After the reported transaction, Roos still holds 882 Salesforce Restricted Stock Units. These RSUs represent a remaining derivative equity position that can convert into an equal number of common shares as they vest according to the disclosed schedule.

How do the Salesforce (CRM) RSUs for John Victor Roos vest over time?

The RSUs vest in four equal 25% installments of the original grant on February 22, May 22, August 22, and November 22, 2026. Each vested portion converts into Salesforce common stock on a one-for-one basis as described in the Form 4 footnotes.

Was John Victor Roos buying or selling Salesforce (CRM) shares on the open market?

The filing shows no open-market buying or selling by Roos. Instead, it reports a derivative exercise where 442 RSUs converted into 442 common shares as part of his equity compensation, a non-market transaction based on previously granted awards.