Welcome to our dedicated page for Salesforce SEC filings (Ticker: CRM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Salesforce, Inc. filings document the regulatory record of a New York Stock Exchange-listed enterprise software company. Recent 8-K reports cover operating and financial results, Regulation FD disclosures, material definitive agreements, accelerated share repurchase activity, senior note issuances and borrowings connected with acquisition financing.
Salesforce proxy and governance filings cover shareholder voting matters, board and executive compensation disclosures, officer-role changes and equity compensation topics. The filing record also describes capital-structure matters affecting common stock, debt securities, credit agreements and completed acquisition-related obligations.
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.
Salesforce, Inc. President and CRO Miguel Milano reported routine equity compensation activity. On May 22, 2026, 1,663 Restricted Stock Units converted into the same number of shares of common stock, reflecting a scheduled vesting event.
Of the vested shares, 680 were withheld at $180.07 per share to cover Milano’s tax liability, as described in the footnotes. Following these transactions, he directly holds 36,230 shares of Salesforce common stock and 8,313 Restricted Stock Units that continue to vest over time.
Salesforce director Neelie Kroes reported routine equity compensation activity. On May 22, 2026, 442 Restricted Stock Units vested and converted into the same number of Salesforce common shares on a one-for-one basis. Of these, 67 shares were withheld at $180.07 per share to cover tax liabilities, a non–open-market disposition. After the transactions, Kroes directly holds 8,116 common shares and 882 Restricted Stock Units that continue to vest in four 25% installments during 2026.
Salesforce, Inc. President and CLO Niles Sabastian reported routine equity compensation activity. On May 22, 2026, he exercised 1,663 Restricted Stock Units, which converted into the same number of shares of common stock on a one-for-one basis.
To cover tax obligations upon vesting and settlement of this award, 920 shares of common stock were withheld at a price of $180.07 per share, a tax-withholding disposition rather than an open-market sale. After these transactions, Sabastian directly held 25,387 shares of Salesforce common stock.
The filing also notes that these Restricted Stock Units vest 25% of the original grant on August 22, 2024, with an additional 1/16 of the original grant vesting quarterly thereafter, and that 8,313 Restricted Stock Units remained credited to him following this conversion.
Salesforce Inc. filing shows Vanguard Capital Management reports beneficial ownership of 68,562,595 shares of Common Stock, representing 7.42% of the class as reported. The filing states sole dispositive power over the shares and sole voting power for 9,228,819 shares. The statement includes affiliates and managed funds and is signed by the Head of Global Fund Administration on 04/30/2026.
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.
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 161,109 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.
Salesforce, Inc. Chair and CEO Marc Benioff reported a routine tax-related share disposition. 22,560 shares of common stock were withheld at $189.80 per share to satisfy his tax liability upon vesting and settlement of a performance-based restricted stock unit award.
After this tax-withholding event, Benioff directly holds 11,934,486 shares of Salesforce common stock. He also indirectly holds 10,000,000 shares through Marc Benioff Fund LLC and 107,000 shares through a trust, reflecting a substantial continuing ownership stake.
Salesforce is asking stockholders to vote at its virtual 2026 annual meeting on May 28, 2026 to elect 13 directors, expand two equity plans, ratify Ernst & Young as auditor, approve executive pay on an advisory basis, and consider a cumulative voting proposal the Board opposes.
The proxy highlights a strong fiscal 2026: revenue of $41.5 billion, subscription and support revenue of $39.4 billion, non-GAAP operating margin of 34.1%, diluted EPS of $7.80, non-GAAP diluted EPS of $12.52, and operating cash flow of $15.0 billion. Total remaining performance obligation reached $72.4 billion.
Salesforce emphasizes its “Agentic Revolution” AI strategy, citing Agentforce ARR of $800 million, more than 29,000 Agentforce deals, and Data 360 ingesting 112 trillion records. The company returned about $14.3 billion to stockholders and launched a new $50 billion share repurchase program, including a $25 billion accelerated buyback.