CRM) director now holds 17,289 shares

Salesforce (NYSE: CRM) director now holds 17,289 shares

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

Rhea-AI Filing Summary

Salesforce, Inc. (CRM) director John Victor Roos reported the vesting and conversion of 441 Restricted Stock Units into an equal number of shares of common stock on August 22, 2026. The RSUs convert to common stock on a one-for-one basis, and his directly held common stock increased to 17,289 shares after the transaction. The underlying RSU award vests as to 25% of the original grant on each of February 22, 2026, May 22, 2026, August 22, 2026, and November 22, 2026.

Positive

• None.

Negative

• None.

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InsiderRoos John Victor
RoleDirector

Holdings After Transaction:

Restricted Stock Units — 441 shares (Direct);

Common Stock — 17,289 shares (Direct)
Footnotes (2)

1. F1. Restricted Stock Units convert to shares of common stock on a one-for-one basis.
2. 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.

RSUs exercised441 unitsRestricted Stock Units converted into common stock on August 22, 2026
Common stock acquired441 sharesShares of Salesforce common stock received upon RSU conversion on August 22, 2026
Common stock holdings after transaction17,289 sharesDirect holdings of John Victor Roos after the August 22, 2026 transaction
RSU conversion ratio1.0Restricted Stock Units convert to shares of common stock on a one-for-one basis
RSU vesting tranches25% on four dates25% of the original RSU grant vests on Feb 22, May 22, Aug 22, and Nov 22, 2026
Restricted Stock Unitsfinancial
“Restricted Stock Units convert to shares of common stock on a one-for-one basis”
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 securityfinancial
“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.
exercise or conversion of derivative securityfinancial
“transaction_code_description: Exercise or conversion of derivative security”
vestingfinancial
“These restricted stock units vest as to 25% of the original grant”
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.

What did Salesforce (CRM) director John Victor Roos report in this Form 4?

He reported the exercise and conversion of 441 Restricted Stock Units into 441 shares of Salesforce common stock on August 22, 2026, at a stated per-share price of $0.00, reflecting the vesting of part of an RSU award.

What are the vesting terms of the Salesforce (CRM) RSUs reported by John Victor Roos?

The filing states that 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, with each vested unit converting into one share of common stock.

How many Salesforce (CRM) RSUs were converted in this Form 4 transaction?

A total of 441 Restricted Stock Units were exercised and converted into 441 shares of Salesforce common stock on August 22, 2026, on a one-for-one basis according to the RSU conversion terms described in the footnotes.

Were the Salesforce (CRM) transactions by John Victor Roos reported as buys or sells?

They were reported as an exercise or conversion of derivative securities. The RSU position was shown as disposed, while an equivalent number of 441 common shares were acquired, resulting from the vesting and conversion rather than an open-market purchase or sale.

Are the reported Salesforce (CRM) RSUs a derivative security?

Yes. The Form 4 classifies the Restricted Stock Units as a derivative security that converts into Salesforce common stock on a one-for-one basis, with the exercise or conversion reported under transaction code M on August 22, 2026.

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

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Available on EDGAR 08/24/2026 – 08:00 PM
Accepted by SEC EDGAR 08/24/2026 – 07:59 PM
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SEC Form 4