SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
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1. Name and Address of Reporting Person*
SCHMAIER R DAVID

(Last) (First) (Middle)
415 MISSION STREET
3RD FLOOR

(Street)
SAN FRANCISCO CA 94105

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
04/01/2024
3. Issuer Name and Ticker or Trading Symbol
Salesforce, Inc. [ CRM ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Pres. & Chief Product Officer
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock 15,587 D
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Restricted Stock Units 03/22/2025(1) 03/22/2028 Common Stock 20,308 $0(2) D
Restricted Stock Units 04/22/2024(3) 04/22/2027 Common Stock 28,297 $0(2) D
Restricted Stock Units 03/22/2023(4) 03/22/2026 Common Stock 5,689 $0(2) D
Non-qualified Stock Option (Right to Buy) 03/22/2023(5) 03/22/2029 Common Stock 84,268 $218.21 D
Restricted Stock Units 03/22/2022(6) 03/22/2025 Common Stock 2,180 $0(2) D
Non-qualified Stock Option (Right to Buy) 03/22/2022(7) 03/22/2028 Common Stock 64,570 $215.17 D
Restricted Stock Units 07/22/2021(8) 07/22/2024 Common Stock 1,062 $0(2) D
Non-qualified Stock Option (Right to Buy) 07/22/2021(9) 07/22/2027 Common Stock 33,958 $191.31 D
Explanation of Responses:
1. These restricted stock units vest as to 25% of the original grant on March 22, 2025 and vest as to 1/16 of the original grant quarterly thereafter.
2. Restricted Stock Units convert to shares of common stock on a one-for-one basis.
3. These restricted stock units vest as to 25% of the original grant on April 22, 2024 and vest as to 1/16 of the original grant quarterly thereafter.
4. These restricted stock units vested as to 25% of the original grant on March 22, 2023 and vest as to 1/16 of the original grant quarterly thereafter.
5. Option is exercisable and vests over four years at the rate of 25% on March 22, 2023, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months.
6. These restricted stock units vested as to 25% of the original grant on March 22, 2022 and vest as to 1/16 of the original grant quarterly thereafter.
7. Option is exercisable and vests over four years at the rate of 25% on March 22, 2022, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months.
8. These restricted stock units vested as to 25% of the original grant on July 22, 2021 and vest as to 1/16 of the original grant quarterly thereafter.
9. Option is exercisable and vests over four years at the rate of 25% on July 22, 2021, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months.
Remarks:
Exhibit 24 - Power of Attorney
/s/ Scott Siamas, Attorney-in-Fact for David R Schmaier 04/08/2024
** 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 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
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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