CRM SEC Filing News — Salesforce, Inc.

Latest SEC filings for Salesforce, Inc. (CRM) explained in plain English. Covers insider buying and selling (Form 4), proposed insider sales (Form 144), material company events (8-K), and quarterly & annual reports (10-Q / 10-K). StrongBuyAnalytics provides navigation and brief excerpts or summaries; original filings remain at the SEC/source links and were authored by their filers, not StrongBuyAnalytics. Filing dates shown are source dates. Coverage and detection can be delayed or incomplete because of SEC availability, amendments, parsing, caching, or outages. Latest source filing date shown: 2026-09-23.

Salesforce, Inc. provides customer relationship management technology services that connect companies and customers together in the United States, Europe, and the Asia Pacific. The company offers Agentforce, which enables customers to build, deploy, and manage enterprise-grade, autonomous AI agents at scale, enabling humans and agents to work together; Agentforce Sales, an integrated platform that brings together the power of humans with AI agents to help sales teams for selling, managing, and a…
Sector: Technology Industry: Software - Application Market Cap: $199.5B
20
Total Filings
1
Bullish Classifications
1
Bearish Classifications
14
Insider Transactions
3
Material Events (8-K)
1
Periodic Reports
What you're looking at: Each item below is parsed from an actual SEC filing submitted by Salesforce, Inc.. Form 4 = confirmed insider transaction · Form 144 = proposed sale notice · 8-K = material event (earnings, M&A, leadership change, etc.) · 10-Q / 10-K = quarterly / annual report.
CRM Filing Activity Snapshot 2026-08-24 — 2026-09-23
Insider Transactions (Form 4)
1 buy vs 1 sell
Insider buying and selling activity is balanced in this period.
Largest Form 144 Filing
$1.23M
SUNDEEP REDDY · 2026-08-27
5,250 shares · Form 144
Form 144 Notices
2
Proposed insider sales filed — Form 144 is a notice of intent, not a confirmed transaction. Actual sales are confirmed via Form 4.
Insider Transactions 14 · Forms 3, 4 and 5

A Form 4 is filed within two business days of a company insider — an officer, a director, or a holder of more than ten percent of the stock — changing their position in the shares. All 14 filings in this group are Form 4s for Salesforce, Inc.

The difficulty with reading these filings as a group is that a single form type covers transactions that mean entirely different things. An executive spending their own money to buy stock and an executive having shares withheld to pay tax on a vesting grant both appear as a Form 4. Every filing below is therefore tagged with the nature of the underlying transaction, taken from the transaction code reported on the form itself.

Across the 14 insider filings shown, the breakdown is 8 option exercise, 2 tax withholding, 1 compensation award, 1 gift, 1 open-market purchase and 1 open-market sale. 2 of them involved a discretionary open-market trade; the rest are compensation and administrative mechanics.

What each transaction type means

Option exercise ×8
The insider converted options into shares. The exercise price was fixed when the options were granted, so the timing usually tracks an expiry schedule.
Tax withholding ×2
Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.
Compensation award ×1
Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.
Gift ×1
Shares were transferred as a gift, typically for estate or charitable planning. No sale into the market took place.
Open-market purchase ×1
The insider bought shares on the open market with their own money. This is the only Form 4 category that requires a discretionary cash outlay at the prevailing price.
Open-market sale ×1
The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.
Form 4 Option exercise Tax / Compensation Filing 2026-09-23

CRM insider Form 4 filed for equity award, exercise, or tax withholding

Harris Parker (Director, Co-Founder) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The insider converted options into shares. The exercise price was fixed when the options were granted, so the timing usually tracks an expiry schedule.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 1,269 — —
F Tax withholding on vested shares 630 $233.28 $147.0K
M Option exercise 1,272 — —
F Tax withholding on vested shares 631 $233.28 $147.2K
M Option exercise derivative · Restricted Stock Units 1,269 — —
M Option exercise derivative · Restricted Stock Units 1,272 — —
Filing: Form 4 (Insider Transaction) Insider: Harris Parker (Director, Co-Founder) Shares: 3,802
View on SEC EDGAR → Open Filing Document →
Form 4 Option exercise Tax / Compensation Filing 2026-09-23

CRM insider Form 4 filed for equity award, exercise, or tax withholding

Washington Robin L (Director, President and COFO) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The insider converted options into shares. The exercise price was fixed when the options were granted, so the timing usually tracks an expiry schedule.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 1,831 — —
F Tax withholding on vested shares 908 $233.28 $211.8K
M Option exercise derivative · Restricted Stock Units 1,831 — —
Filing: Form 4 (Insider Transaction) Insider: Washington Robin L (Director, President and COFO) Shares: 2,739
View on SEC EDGAR → Open Filing Document →
Form 4 Option exercise Tax / Compensation Filing 2026-09-23

CRM insider Form 4 filed for equity award, exercise, or tax withholding

Niles Sabastian (President and CLO) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The insider converted options into shares. The exercise price was fixed when the options were granted, so the timing usually tracks an expiry schedule.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 1,015 — —
F Tax withholding on vested shares 562 $233.28 $131.1K
M Option exercise 1,017 — —
F Tax withholding on vested shares 563 $233.28 $131.3K
M Option exercise derivative · Restricted Stock Units 1,015 — —
M Option exercise derivative · Restricted Stock Units 1,017 — —
Filing: Form 4 (Insider Transaction) Insider: Niles Sabastian (President and CLO) Shares: 3,157
View on SEC EDGAR → Open Filing Document →
Form 4 Option exercise Tax / Compensation Filing 2026-09-23

CRM insider Form 4 filed for equity award, exercise, or tax withholding

Milano Miguel (President and COO) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The insider converted options into shares. The exercise price was fixed when the options were granted, so the timing usually tracks an expiry schedule.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 1,015 — —
F Tax withholding on vested shares 400 $233.28 $93.3K
M Option exercise 1,526 — —
F Tax withholding on vested shares 601 $233.28 $140.2K
M Option exercise derivative · Restricted Stock Units 1,015 — —
M Option exercise derivative · Restricted Stock Units 1,526 — —
Filing: Form 4 (Insider Transaction) Insider: Milano Miguel (President and COO) Shares: 3,542
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market purchase Insider Buying 2026-09-21

CRM insider Kirk David Blair (Director) bought 4,176 shares (~$999.5K)

Kirk David Blair, listed as Director at Salesforce, Inc., reported an open-market purchase of 4,176 CRM shares in a Form 4 filing. Insider buying is often treated as a bullish signal because company insiders are committing their own capital.

The insider bought shares on the open market with their own money. This is the only Form 4 category that requires a discretionary cash outlay at the prevailing price.

Transactions reported on this filing
Code Nature Shares Price Value
P Open-market purchase 4,176 $239.33 $999.5K
Filing: Form 4 (Insider Transaction) Insider: Kirk David Blair (Director) Shares: 4,176 Est. Value: $999.5K
View on SEC EDGAR → Open Filing Document →
Form 4 Tax withholding Tax / Compensation Filing 2026-09-16

CRM insider Form 4 filed for equity award, exercise, or tax withholding

Niles Sabastian (President and CLO) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code Nature Shares Price Value
F Tax withholding on vested shares 8,873 $255.65 $2.27M
Filing: Form 4 (Insider Transaction) Insider: Niles Sabastian (President and CLO) Shares: 8,873
View on SEC EDGAR → Open Filing Document →
Form 4 Tax withholding Tax / Compensation Filing 2026-09-16

CRM insider Form 4 filed for equity award, exercise, or tax withholding

Milano Miguel (President and COO) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code Nature Shares Price Value
F Tax withholding on vested shares 6,535 $255.65 $1.67M
Filing: Form 4 (Insider Transaction) Insider: Milano Miguel (President and COO) Shares: 6,535
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-09-04

CRM insider Conway Craig (Director) sold 4,500 shares (~$1.17M)

Conway Craig, listed as Director at Salesforce, Inc., reported an open-market sale of 4,500 CRM shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 1,418 $260.50 $369.4K
S Open-market sale 3,082 $260.66 $803.4K
Filing: Form 4 (Insider Transaction) Insider: Conway Craig (Director) Shares: 4,500 Est. Value: $1.17M
View on SEC EDGAR → Open Filing Document →
Form 4 Gift Tax / Compensation Filing 2026-08-28

CRM insider Form 4 filed for equity award, exercise, or tax withholding

Harris Parker (Director, Co-Founder and CTO, Slack) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were transferred as a gift, typically for estate or charitable planning. No sale into the market took place.

Transactions reported on this filing
Code Nature Shares Price Value
G Gift 16,000 — —
Filing: Form 4 (Insider Transaction) Insider: Harris Parker (Director, Co-Founder and CTO, Slack) Shares: 16,000
View on SEC EDGAR → Open Filing Document →
Form 4 Compensation award Tax / Compensation Filing 2026-08-24

CRM insider Form 4 filed for equity award, exercise, or tax withholding

Milano Miguel (President and COO) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 1,662 — —
F Tax withholding on vested shares 678 $209.17 $141.8K
M Option exercise derivative · Restricted Stock Units 1,662 — —
A Compensation award derivative · Restricted Stock Units 14,121 — —
Filing: Form 4 (Insider Transaction) Insider: Milano Miguel (President and COO) Shares: 2,340
View on SEC EDGAR → Open Filing Document →
Form 4 Option exercise Tax / Compensation Filing 2026-08-24

CRM insider Form 4 filed for equity award, exercise, or tax withholding

Niles Sabastian (President and CLO) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The insider converted options into shares. The exercise price was fixed when the options were granted, so the timing usually tracks an expiry schedule.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 1,662 — —
F Tax withholding on vested shares 920 $209.17 $192.4K
M Option exercise derivative · Restricted Stock Units 1,662 — —
Filing: Form 4 (Insider Transaction) Insider: Niles Sabastian (President and CLO) Shares: 2,582
View on SEC EDGAR → Open Filing Document →
Form 4 Option exercise Tax / Compensation Filing 2026-08-24

CRM insider Form 4 filed for equity award, exercise, or tax withholding

SACHIN J. MEHRA (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The insider converted options into shares. The exercise price was fixed when the options were granted, so the timing usually tracks an expiry schedule.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 441 — —
M Option exercise derivative · Restricted Stock Units 441 — —
Filing: Form 4 (Insider Transaction) Insider: SACHIN J. MEHRA (Director) Shares: 441
View on SEC EDGAR → Open Filing Document →
Form 4 Option exercise Tax / Compensation Filing 2026-08-24

CRM insider Form 4 filed for equity award, exercise, or tax withholding

MUNOZ OSCAR (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The insider converted options into shares. The exercise price was fixed when the options were granted, so the timing usually tracks an expiry schedule.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 441 — —
M Option exercise derivative · Restricted Stock Units 441 — —
Filing: Form 4 (Insider Transaction) Insider: MUNOZ OSCAR (Director) Shares: 441
View on SEC EDGAR → Open Filing Document →
Form 4 Option exercise Tax / Compensation Filing 2026-08-24

CRM insider Form 4 filed for equity award, exercise, or tax withholding

KROES NEELIE (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The insider converted options into shares. The exercise price was fixed when the options were granted, so the timing usually tracks an expiry schedule.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 441 — —
F Tax withholding on vested shares 67 $209.17 $14.0K
M Option exercise derivative · Restricted Stock Units 441 — —
Filing: Form 4 (Insider Transaction) Insider: KROES NEELIE (Director) Shares: 508
View on SEC EDGAR → Open Filing Document →
Proposed Insider Sales 2 · Form 144

A Form 144 is a notice of intent to sell restricted or control securities. It is not a record that anything was sold. Salesforce, Inc. has 2 such notices in this period.

The distinction matters because a Form 144 is frequently reported as though it were a completed insider sale. The filer may sell all of the shares covered, some of them, or none at all, and there is no obligation to update the notice either way. A sale that is actually executed by an officer or director shows up separately on a Form 4, which is the filing to check before treating a proposed sale as a real one.

Form 144 Proposed Insider Sale 2026-09-04

CRM Form 144 filed for proposed insider sale by CRAIG CONWAY (4,500 shares) ~$1.17M

CRAIG CONWAY filed a Form 144 with the SEC indicating intent to sell CRM (Salesforce, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: CRAIG CONWAY Shares: 4,500 Est. Value: $1.17M
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-08-27

CRM Form 144 filed for proposed insider sale by SUNDEEP REDDY (5,250 shares) ~$1.23M

SUNDEEP REDDY filed a Form 144 with the SEC indicating intent to sell CRM (Salesforce, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: SUNDEEP REDDY Shares: 5,250 Est. Value: $1.23M
View on SEC EDGAR → Open Filing Document →
Material Events 3 · Form 8-K

An 8-K reports a material event in the window between scheduled reports. There are 3 in this period for Salesforce, Inc. Each 8-K names the item number it is filed under, and that number is the fastest way to tell a routine disclosure from a consequential one.

Item 2.02 is an earnings release, Item 5.02 is a change of directors or officers, and Item 1.01 or 2.01 covers a material agreement or a completed acquisition. Item 7.01 and Item 8.01 are the general-purpose disclosure items and carry no fixed meaning on their own.

Form 8-K Material Company Update 2026-09-17

CRM filed 8-K — material company event

Salesforce, Inc. filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
View on SEC EDGAR → Open Filing Document →
Form 8-K Material Company Update 2026-09-04

CRM filed 8-K — material company event

Salesforce, Inc. filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
View on SEC EDGAR → Open Filing Document →
Form 8-K Material Company Update 2026-08-26

CRM filed 8-K — material company event

Salesforce, Inc. filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
View on SEC EDGAR → Open Filing Document →
Periodic Reports 1 · Forms 10-K and 10-Q

The periodic reports are where the audited and reviewed financial statements live. This period contains 1 quarterly report (10-Q) for Salesforce, Inc.

The two are not equivalent in weight. A 10-K is audited by an external firm and includes the full risk factor disclosure, business description and management discussion; a 10-Q is unaudited, reviewed rather than examined, and much shorter. When a figure in a quarterly report is later revised, the annual report is usually where the correction appears.

An amended report — 10-K/A or 10-Q/A — restates or corrects something in the original filing, and is worth reading against the version it replaces.

Form 10-Q Quarterly Report 2026-08-27

CRM filed Quarterly Report (10-Q)

Salesforce, Inc. filed its quarterly report with the SEC. This report includes unaudited financial statements and management discussion for the quarter.

Filing: 10-Q (Quarterly Report)
View on SEC EDGAR → Open Filing Document →

How we classify Salesforce, Inc.'s filings

Straight from EDGAR

Each displayed record links to an original source document. StrongBuyAnalytics provides navigation and brief excerpts or summaries, not the filing itself. Parsing may omit context or contain errors, so read the original document in full.

Transaction codes, not guesswork

The nature shown on each insider filing comes from the transaction code the filer entered on the form itself — P for an open-market purchase, A for a compensation award, F for shares withheld to pay tax, M for an option exercise. Where one filing contains several codes, the transaction table lists them line by line.

Why the distinction matters

Insider activity is routinely summarised as buying or selling, which flattens together decisions that mean very different things. Shares withheld for tax on a vesting grant are an automatic administrative step; shares bought on the open market are someone committing their own money at the current price.

What this page does not tell you

A filing records what happened, not why. Form 4 does not always disclose whether a sale was executed under a pre-arranged Rule 10b5-1 plan, and no single filing is a basis for a decision on CRM. Read these alongside the fundamentals rather than in isolation.

Frequently Asked Questions — CRM SEC Filings

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Publisher, sources & limitations — September 15, 2026. StrongBuyAnalytics provides navigation and brief excerpts or summaries for educational use. Original filings remain at SEC EDGAR or other displayed source links; StrongBuyAnalytics does not author them. Filing dates are source dates, not publication dates for this page. Coverage can be delayed, incomplete, amended, or unavailable because of SEC/source availability, parsing, caching, or outages. Verify every material statement in the original filing.
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