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Salesforce, Inc. [CRM]

Reporting date: 10/09/2025

⚠️ Neutral Insider Mix Detected

📝 What Happened

  • Insider: Benioff Marc
  • Role: Chair and CEO (Director & Officer)
  • Company: Salesforce, Inc. (CRM)
  • Transaction Date(s): 2025-10-09
  • Table I (Non-Derivative Securities)
    • Sale : 2,250
    • Average Sale Price: $243.27
    • Total Value: 2,250 * $243.27 = ~$547,347.50
    • Post-Transaction Direct Holdings: 11,911,571
    • Indirect Holdings: 10,107,000
    • 10b5-1 Plan Used? Yes

📄 Summary

Benioff Marc, Chair and CEO at Salesforce, Inc. (CRM), acquired and sold (mixed) a total of 2,250 shares on October 09, 2025, at an average price of $243.27, realizing proceeds of about ~$547,347.50. After the transaction, he retains 11,911,571 direct shares and 10,107,000 indirect shares. For retail traders, this is a neutral event: routine exercise and matching sale under a 10b5-1 plan, not a meaningful directional signal.

🔑 Interpretation

🔑 Interpretation

  • Type: Comp-related (executed pursuant to a Rule 10b5-1 trading plan)
  • Disposition: Shares were sold immediately (same-day sale following exercise/acquisition)
  • Size Context: The sale of 2,250 shares is tiny relative to his holdings (~11.9M direct + ~10.1M indirect = ~22.0M total); appears to be routine liquidity/covering rather than large-scale profit-taking.
  • ATH Metric: The trades executed around ~$243 per share. This price is not at an obvious historical extreme (not near typical all-time highs and well above historic lows); the timing looks opportunistic for routine liquidity rather than trading at an ATH or ATL.
  • Outlier Check: Not unusually large compared to past insider trades by this reporting person — a small, routine transaction relative to his usual total holdings.

📊 Bullish or Bearish?

Decide: Neutral

Neutral. The filing shows an option exercise and contemporaneous sale under a 10b5-1 plan (net zero change for the exercised shares), small in size relative to total holdings, and therefore looks like routine liquidity rather than a bearish signal. Cluster activity cannot be determined from this filing alone.

✅ Bottom Line (Retail Takeaway)

This transaction looks like routine exercise and matched sale under a 10b5-1 plan rather than a material bearish signal. For retail traders, it’s likely noise — not a tradeable event unless corroborated by multiple insider sales or other negative company signals.