Home/Filings/4/0001418812-23-000031

4//SEC Filing

VA Partners I, LLC 4

Accession 0001418812-23-000031

CIK 0001108524other

View on SEC.gov Company Profile

Filed

May 22, 8:00 PM ET

Accepted

May 23, 5:08 PM ET

Size

23.6 KB

Accession

0001418812-23-000031

Insider Transaction Report

Form 4

Period: 2023-05-22

Salesforce, Inc.CRM

Morfit G Mason

DirectorOther

Transactions

Exercise/Conversion
Common Stock
2023-05-22+554→ 554 total
Exercise/Conversion
Restricted Stock Units
2023-05-22−554→ 1,109 total
Exercise: $0.00From: 2023-05-22Exp: 2023-11-22→ Common Stock (554 underlying)

Holdings

Common Stock
(indirect: See footnotes.)
3,486,309

ValueAct Holdings, L.P.

DirectorOther

Transactions

Exercise/Conversion
Common Stock
2023-05-22+554→ 554 total
Exercise/Conversion
Restricted Stock Units
2023-05-22−554→ 1,109 total
Exercise: $0.00From: 2023-05-22Exp: 2023-11-22→ Common Stock (554 underlying)

Holdings

Common Stock
(indirect: See footnotes.)
3,486,309

ValueAct Capital Master Fund, L.P.

DirectorOther

Transactions

Exercise/Conversion
Common Stock
2023-05-22+554→ 554 total
Exercise/Conversion
Restricted Stock Units
2023-05-22−554→ 1,109 total
Exercise: $0.00From: 2023-05-22Exp: 2023-11-22→ Common Stock (554 underlying)

Holdings

Common Stock
(indirect: See footnotes.)
3,486,309

VA Partners I, LLC

DirectorOther

Transactions

Exercise/Conversion
Common Stock
2023-05-22+554→ 554 total
Exercise/Conversion
Restricted Stock Units
2023-05-22−554→ 1,109 total
Exercise: $0.00From: 2023-05-22Exp: 2023-11-22→ Common Stock (554 underlying)

Holdings

Common Stock
(indirect: See footnotes.)
3,486,309

ValueAct Capital Management, L.P.

DirectorOther

Transactions

Exercise/Conversion
Common Stock
2023-05-22+554→ 554 total
Exercise/Conversion
Restricted Stock Units
2023-05-22−554→ 1,109 total
Exercise: $0.00From: 2023-05-22Exp: 2023-11-22→ Common Stock (554 underlying)

Holdings

Common Stock
(indirect: See footnotes.)
3,486,309

ValueAct Holdings II, L.P.

DirectorOther

Transactions

Exercise/Conversion
Common Stock
2023-05-22+554→ 554 total
Exercise/Conversion
Restricted Stock Units
2023-05-22−554→ 1,109 total
Exercise: $0.00From: 2023-05-22Exp: 2023-11-22→ Common Stock (554 underlying)

Holdings

Common Stock
(indirect: See footnotes.)
3,486,309

ValueAct Holdings GP, LLC

DirectorOther

Transactions

Exercise/Conversion
Common Stock
2023-05-22+554→ 554 total
Exercise/Conversion
Restricted Stock Units
2023-05-22−554→ 1,109 total
Exercise: $0.00From: 2023-05-22Exp: 2023-11-22→ Common Stock (554 underlying)

Holdings

Common Stock
(indirect: See footnotes.)
3,486,309

ValueAct Capital Management, LLC

DirectorOther

Transactions

Exercise/Conversion
Common Stock
2023-05-22+554→ 554 total
Exercise/Conversion
Restricted Stock Units
2023-05-22−554→ 1,109 total
Exercise: $0.00From: 2023-05-22Exp: 2023-11-22→ Common Stock (554 underlying)

Holdings

Common Stock
(indirect: See footnotes.)
3,486,309

Footnotes (5)

[F1]Each reporting person listed herein disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose.
[F2]The ValueAct entities referred to in this footnote 2 are collectively referred to herein as "ValueAct Capital." Under an agreement with ValueAct Capital, G. Mason Morfit is deemed to hold the shares for the benefit of the limited partners of ValueAct Capital Master Fund, L.P. and indirectly for (i) VA Partners I, LLC as General Partner of ValueAct Capital Master Fund, L.P., (ii) ValueAct Capital Management, L.P. as the manager of ValueAct Capital Master Fund, L.P., (iii) ValueAct Capital Management, LLC as General Partner of ValueAct Capital Management, L.P., (iv) ValueAct Holdings, L.P. as the majority owner of the membership interests of VA Partners I, LLC, (v) ValueAct Holdings II, L.P. as the sole owner of the membership interests of ValueAct Capital Management, LLC and as the majority owner of the limited partnership interests of ValueAct Capital Management, L.P., and (vi) ValueAct Holdings GP, LLC as General Partner of ValueAct Holdings, L.P. and ValueAct Holdings II, L.P.
[F3]The securities reported herein are directly beneficially owned by ValueAct Capital Master Fund, L.P. and may be deemed to be indirectly beneficially owned by (i) VA Partners I, LLC as General Partner of ValueAct Capital Master Fund, L.P. , (ii) ValueAct Capital Management, L.P. as the manager of ValueAct Capital Master Fund, L.P. , (iii) ValueAct Capital Management, LLC as General Partner of ValueAct Capital Management, L.P., (iv) ValueAct Holdings, L.P. as the majority owner of the membership interests of VA Partners I, LLC, (v) ValueAct Holdings II, L.P. as the sole owner of the membership interests of ValueAct Capital Management, LLC and as the majority owner of the limited partnership interests of ValueAct Capital Management, L.P., and (vi) ValueAct Holdings GP, LLC as General Partner of ValueAct Holdings, L.P. and ValueAct Holdings II, L.P.
[F4]Restricted Stock Units convert to shares of common stock on a one-for-one basis.
[F5]These Restricted Stock Units vest as to one-third of the original grant on each of May 22, 2023, August 22, 2023, and November 22, 2023.

Documents

1 file

4
primary_doc.xmlPrimary
PRIMARY DOCUMENT

Issuer

Salesforce, Inc.

CIK 0001108524

→

Entity typeother

IncorporatedDE

Related Parties

filerCIK 0001418812

Filing Metadata

Form type: 4
Filed: May 22, 8:00 PM ET
Accepted: May 23, 5:08 PM ET
Size: 23.6 KB

View on SEC.gov