CRM) director donates 16,000 shares in preset plan

Salesforce (NYSE: CRM) director donates 16,000 shares in preset plan

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

Rhea-AI Filing Summary

Salesforce, Inc. (CRM) director and officer Harris Parker reported a bona fide gift of 16,000 shares of common stock on August 28, 2026, made indirectly through the G. Parker Harris III & Holly L. Johnson Family Trust to a charitable donor advised fund, pursuant to a Rule 10b5-1 trading plan adopted on December 18, 2025. After this gift, the trust held 914,987 shares, Parker held 163,288 shares directly, and additional Salesforce shares were held indirectly through several LLCs managed by Parker and his spouse.

Positive

• None.

Negative

• None.

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InsiderHarris Parker
RoleCo-Founder and CTO, Slack

Holdings After Transaction:

Common Stock — 914,987 shares (Indirect, By HJ Family Trust);

Common Stock — 163,288 shares (Direct);

Common Stock — 115,840 shares (Indirect, By LLC BE);

Common Stock — 171,323 shares (Indirect, By LLC BN);

Common Stock — 115,840 shares (Indirect, By LLC NE);

Common Stock — 171,324 shares (Indirect, By LLC NN);

Common Stock — 115,840 shares (Indirect, By LLC ZE);

Common Stock — 171,324 shares (Indirect, By LLC ZN)
Footnotes (4)

1. F1. As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 18, 2025.
2. F2. Gift to charitable donor advised fund.
3. F3. Shares held in The G. Parker Harris III & Holly L. Johnson Family Trust.
4. F4. The reported securities are held by an LLC that is managed by the reporting person and his spouse.

Gifted shares16,000 shares of Common StockBona fide gift on August 28, 2026, via HJ Family Trust
Trust holdings after transaction914,987 shares of Common StockIndirectly held by The G. Parker Harris III & Holly L. Johnson Family Trust after gift
Direct holdings after transaction163,288 shares of Common StockShares held directly by Harris Parker as of August 28, 2026
LLC BE holdings115,840 shares of Common StockIndirectly held through LLC BE managed by Harris Parker and spouse
LLC BN holdings171,323 shares of Common StockIndirectly held through LLC BN managed by Harris Parker and spouse
LLC NN holdings171,324 shares of Common StockIndirectly held through LLC NN managed by Harris Parker and spouse
Rule 10b5-1 trading planregulatory
“this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan”
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
bona fide giftfinancial
“transaction_code_description”: “Bona fide gift”
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
donor advised fundfinancial
“Gift to charitable donor advised fund.”
A donor advised fund is a charitable savings account you fund with cash or assets (including stocks) that lets you take an immediate tax benefit while recommending when and which charities receive grants over time. Think of it like a dedicated piggy bank for giving: you get tax relief when you put money in, can avoid selling appreciated securities and triggering capital gains, and still control the timing and recipients of donations, which affects tax planning, portfolio decisions, and public giving signals.
indirect ownershipfinancial
“ownership_type”: “indirect”
Family Trustfinancial
“Shares held in The G. Parker Harris III & Holly L. Johnson Family Trust.”

What insider transaction did Harris Parker report in this Form 4 for CRM?

Harris Parker reported a bona fide gift of 16,000 shares of Salesforce common stock on August 28, 2026, made indirectlya charitable donor advised fund

Was the CRM insider gift by Harris Parker under a Rule 10b5-1 plan?

Yes. The filing states the gift was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by Harris Parker on December 18, 2025.

What indirect Salesforce (CRM) holdings does Harris Parker report through LLCs?

In addition to the trust, the filing lists indirect holdings of 115,840 to 171,324 shares of Salesforce common stock in several LLCs managed by Harris Parker and his spouse, including entities such as LLC BE, BN, NE, NN, ZE, and ZN.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/28/2026 – 05:21 PM
Accepted by SEC EDGAR 08/28/2026 – 05:20 PM
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