Salesforce (NYSE: CRM) director adds 441 shares from stock unit vesting
Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary
Salesforce, Inc. (CRM) director Sachin J. Mehra reported the exercise of 441 Restricted Stock Units on August 22, 2026, which converted on a one-for-one basis into 441 shares of common stock at a stated price of $0.00 per share. Following this transaction, he directly holds 5,406 shares of common stock and 441 Restricted Stock Units. The Restricted Stock Units vest in four 25% tranches on February 22, May 22, August 22, and November 22, 2026. The filing’s Rule 10b5-1 box is not checked.
Positive
- None.
Negative
- None.
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InsiderSACHIN J. MEHRA
RoleDirector
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units
F1, F2 |
441 | $0.00 | $0.00 |
| Exercise | Common Stock | 441 | $0.00 | $0.00 |
Holdings After Transaction:
Restricted Stock Units — 441 shares (Direct);
Common Stock — 5,406 shares (Direct)
Footnotes (2)
- F1. Restricted Stock Units convert to shares of common stock on a one-for-one basis.
- F2. 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.
Restricted Stock Units exercised441 sharesRestricted Stock Units converted into common stock on August 22, 2026
Common stock acquired441 sharesShares of Salesforce common stock received from RSU conversion on August 22, 2026
Common stock holdings after transaction5,406 sharesDirect ownership of Salesforce common stock following the Form 4 transactions
Restricted Stock Units remaining441 unitsRestricted Stock Units directly held after the derivative transaction
RSU vesting tranches4 tranches of 25% eachVesting on February 22, 2026, May 22, 2026, August 22, 2026, and November 22, 2026
Restricted Stock Unitsfinancial
“security_title: “Restricted Stock Units” and footnote “Restricted Stock Units convert””
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.
Exercise or conversion of derivative securityfinancial
“transaction_code_description: “Exercise or conversion of derivative security””
Rule 10b5-1regulatory
“aff_10b5_one is the filing’s document-level Rule 10b5-1 checkbox”
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.
What did Salesforce (CRM) director Sachin J. Mehra report in this Form 4?
Sachin J. Mehra reported the exercise of 441 Restricted Stock Units, which converted into 441 shares of Salesforce common stock on August 22, 2026, at a stated price of $0.00 per share.
What type of securities were involved in Sachin J. Mehra’s Salesforce (CRM) Form 4?
The filing involves Restricted Stock Units, a derivative security, which converted into common stock. Specifically, 441 Restricted Stock Units converted into 441 shares of Salesforce common stock.
What is the vesting schedule of the Restricted Stock Units in the Salesforce (CRM) Form 4?
The footnote states that the Restricted Stock Units vest 25% of the original grant on each of February 22, 2026, May 22, 2026, August 22, 2026, and November 22, 2026.
Was Sachin J. Mehra’s Salesforce (CRM) transaction under a Rule 10b5-1 plan?
No. The Form 4’s Rule 10b5-1 checkbox is not marked, and there is no footnote stating that the transactions were effected under a Rule 10b5-1 trading plan.
What conversion ratio applied to the Salesforce (CRM) Restricted Stock Units?
According to the footnote, the Restricted Stock Units convert to shares of common stock on a one-for-one basis, meaning each unit converts into one share of Salesforce common stock.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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Available on EDGAR 08/24/2026 – 08:08 PM
Accepted by SEC EDGAR 08/24/2026 – 08:07 PM
Learn about SEC filing dates
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 |
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| Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b). |
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| 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*
(Street)
(Country) |
2. Issuer Name and Ticker or Trading Symbol Salesforce, Inc. [ CRM ] |
5. Relationship of Reporting Person(s) to Issuer (Check all applicable)
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| 2a. Foreign Trading Symbol |
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| 3. Date of Earliest Transaction (Month/Day/Year) 08/22/2026 |
6. Individual or Joint/Group Filing (Check Applicable Line)
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| 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) |
| Code | V | Amount | (A) or (D) | Price | |||
| Common Stock | 08/22/2026 | M | 441 | A | $0 | 5,406 | D |
| Table II – Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) |
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|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| Restricted Stock Units | $0(1) | 08/22/2026 | M | 441 | 02/22/2026(2) | 11/22/2026 | Common Stock | 441 | $0 | 441 | D |
| 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 Sachin Mehra | 08/24/2026 |
| ** 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 (b)(v). |
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| ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). |
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| Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. |
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| 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) |
