secwatch / observer

Salesforce, Inc. — fact timeline

Source-grounded facts extracted from Salesforce, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

CRM Salesforce, Inc. JSON

Srini Tallapragada changed role as President and Chief Engineering and Customer Success Officer at Salesforce, Inc..

“Srini Tallapragada has decided to step down from his role as President and Chief Engineering and Customer Success Officer of the Company, effective August 6, 2026, and will transition to serve the Company as Special Advisor to the Chief Executive Officer”

Guy Wanger was appointed as Chief Accounting Officer at Salesforce, Inc..

“On May 27, 2026, Guy Wanger, age 64, was appointed as Chief Accounting Officer and principal accounting officer of Salesforce, Inc. (the “Company”), effective upon commencement of employment on June 15, 2026.”
Shareholder Votes

Salesforce, Inc. shareholders rejected Stockholder proposal regarding the adoption of cumulative voting for director elections at the 2026-05-28 meeting.

“Stockholder proposal regarding the adoption of cumulative voting for director elections: For Against Abstain Broker Non-Votes 14,366,031 595,803,890 2,079,534 102,463,325”
Shareholder Votes

Salesforce, Inc. shareholders approved Advisory vote to approve the fiscal 2026 compensation of the Company's named executive officers at the 2026-05-28 meeting.

“Advisory vote to approve the fiscal 2026 compensation of the Company’s named executive officers: For Against Abstain Broker Non-Votes 493,864,228 117,716,717 668,510 102,463,325”
Shareholder Votes

Salesforce, Inc. shareholders approved Ratification of the appointment of Ernst & Young LLP as the Company's independent auditor for the fiscal year ending January 31, 2027 at the 2026-05-28 meeting.

“Ratification of the appointment of Ernst & Young LLP as the Company’s independent auditor for the fiscal year ending January 31, 2027: For Against Abstain Broker Non-Votes 663,734,521 49,972,013 1,006,246 0”
Shareholder Votes

Salesforce, Inc. shareholders approved Amendment and restatement of the Company's 2004 Employee Stock Purchase Plan to increase the number of shares reserved for employee purchase at the 2026-05-28 meeting.

“Amendment and restatement of the Company’s 2004 Employee Stock Purchase Plan to increase the number of shares reserved for employee purchase: For Against Abstain Broker Non-Votes 609,941,606 1,918,316 389,533 102,463,325”
Shareholder Votes

Salesforce, Inc. shareholders approved Amendment and restatement of the Company's 2013 Equity Incentive Plan to increase the number of shares reserved for issuance and extend the plan term at the 2026-05-28 meeting.

“Amendment and restatement of the Company’s 2013 Equity Incentive Plan to increase the number of shares reserved for issuance and extend the plan term: For Against Abstain Broker Non-Votes 463,629,512 147,908,314 711,629 102,463,325”
Shareholder Votes

Salesforce, Inc. shareholders approved Election of directors at the 2026-05-28 meeting.

“Election of directors: For Against Abstain Broker Non-Votes Marc Benioff 588,577,059 20,946,190 2,726,206 102,463,325 Laura Alber 602,516,397 8,992,956 740,102 102,463,325 Amy Chang 608,646,951 2,872,454 730,050 102,463,325 Craig Conway 595,222,240 16,522,903 504,312 102,463,325 Arnold Donald 602,393,586 9,085,434 770,435 102,463,325 Parker Harris 605,071,606 6,725,411 452,438 102,463,325 David B. Kirk 607,648,195 4,038,035 563,225 102,463,325 Neelie Kroes 592,988,467 18,725,161 535,827 102,463,325 Sachin Mehra 606,993,415 4,754,032 502,008 102,463,325 Mason Morfit 576,606,387 35,106,845 536,223 102,463,325 Oscar Munoz 604,377,069 7,353,703 518,683 102,463,325 John V. Roos 570,632,397 40,064,925 1,552,133 102,463,325 Robin Washington 575,435,966 36,317,035 496,454 102,463,325”
Earnings Releases

Salesforce, Inc. reported first quarter fiscal 2027 ended April 30, 2026 results: revenue $11.1 billion, EPS $2.42. Guidance raised.

“up 11% Y/Y • First quarter subscription & support revenue of $10.6 billion, up 14% Y/Y and 12% in CC, including $428 million Informatica contribution • First quarter revenue of $11.1 billion, up 13% Y/Y and 12% in CC, including $444 million Informatica contribution • First quarter GAAP operating margin of 21.1% and non-GAAP operating margin of 34.8% • First quarter”
Material Agreements

Salesforce, Inc. entered into Third Supplemental Indenture with U.S. Bank Trust Company, National Association valued at $25,000,000,000 aggregate principal amount (effective 2026-03-13).

“On March 13, 2026, Salesforce, Inc. (the “Company”) completed its previously announced registered public offering (the “Offering”) of $3,500,000,000 aggregate principal amount of 4.500% Senior Notes due 2028”
Debt Financings

Salesforce, Inc. incurred senior notes of $3,500,000,000 aggregate principal amount of 4.500% Senior Notes due 2028; $4,250,000,000 aggregate principal amount of with Purchasers in registered public offering at 4.500% per year for 2028 Notes; 4.650% per year for 2029 Notes; 4.900% per year maturing March 15, 2028 for 2028 Notes; March 15, 2029 for 2029 Notes; September 15, 2031 for 2031 Notes; March 15, 2033 for 2033 Notes; March 15, 2036 for 2036 Notes; M.

“On March 13, 2026, Salesforce, Inc. (the “Company”) completed its previously announced registered public offering (the “Offering”) of $3,500,000,000 aggregate principal amount of 4.500% Senior Notes due 2028 (the “2028 Notes”), $4,250,000,000 aggregate principal amount of 4.650% Senior Notes due 2029 (the “2029 Notes”), $3,750,000,000 aggregate principal amount of 4.900% Senior Notes due 2031 (the “2031 Notes”), $2,750,000,000 aggregate principal amount of 5.200% Senior Notes due 2033 (the “2033 Notes”), $4,500,000,000 aggregate principal amount of 5.550% Senior Notes due 2036 (the “2036 Notes”), $1,500,000,000 aggregate principal amount of 6.400% Senior Notes due 2046 (the “2046 Notes”), $3,750,000,000 aggregate principal amount of 6.550% Senior Notes due 2056 (the “2056 Notes”) and $1,000,000,000 aggregate principal amount of 6.700% Senior Notes due 2066 (the “2066 Notes” and, together with the 2028 Notes, the 2029 Notes, the 2031 Notes, the 2033 Notes, the 2036 Notes, the 2046 Notes”
Material Agreements

Salesforce, Inc. entered into Five-Year Credit Agreement with the lenders named th (effective 2026-03-11).

“Five-Year Credit Agreement On March 11, 2026, the Company entered into a Five-Year Credit Agreement with the lenders named th”
Material Agreements

Salesforce, Inc. entered into Underwriting Agreement with J.P. Morgan Securities LLC, BofA Securities, Inc., Barclays Capital Inc., Citigroup Global Markets Inc. and Wells Fargo Securities, LLC valued at $3,500,000,000 aggregate principal amount of 4.500% Senior Notes due 2028 (the “2028 Notes”), $4,250 (effective 2026-03-11).

“On March 11, 2026, Salesforce entered into an underwriting agreement (the “Underwriting Agreement”) with J.P. Morgan Securities LLC, BofA Securities, Inc., Barclays Capital Inc., Citigroup Global Markets Inc. and Wells Fargo Securities, LLC, on behalf of the several Underwriters listed in Schedule A thereto (the “Underwriters”), pursuant to which the Company agreed to issue and sell to the Underwriters $3,500,000,000 aggregate principal amount of 4.500% Senior Notes due 2028 (the “2028 Notes”), $4,250,000,000 aggregate principal amount of 4.650% Senior Notes due 2029 (the “2029 Notes”), $3,750,000,000 aggregate principal amount of 4.900% Senior Notes due 2031 (the “2031 Notes”), $2,750,000,000 aggregate principal amount of 5.200% Senior Notes due 2033 (the “2033 Notes”), $4,500,000,000 aggregate principal amount of 5.550% Senior Notes due 2036 (the “2036 Notes”), $1,500,000,000 aggregate principal amount of 6.400% Senior Notes due 2046 (the “2046 Notes”), $3,750,000,000 aggregate princ”
Material Agreements

Salesforce, Inc. entered into ASR Agreements with Banco Santander, S.A., Bank of America, N.A., Citibank, N.A., JPMorgan Chase Bank, National Association, and Morgan Stanley & Co. LLC valued at $25 billion (effective 2026-03-11).

“On March 11, 2026, Salesforce, Inc. (the “Company” or “Salesforce”) entered into accelerated share repurchase agreements (the “ASR Agreements”) with Banco Santander, S.A., Bank of America, N.A., Citibank, N.A., JPMorgan Chase Bank, National Association, and Morgan Stanley & Co. LLC (collectively, the “ASR Counterparties”). Under the terms of the ASR Agreements, the Company will repurchase an aggregate of $25 billion of the Company’s common stock”
Debt Financings

Salesforce, Inc. incurred credit facility of full $2 billion available maturing three-year.

“On November 18, 2025, the Company borrowed the full $4 billion available under the 364-Day Credit Agreement and the full $2 billion available under the Three-Year Credit Agreement to fund the cash consideration in connection with the Transaction”
Debt Financings

Salesforce, Inc. incurred credit facility of full $4 billion available maturing 364-day.

“On November 18, 2025, the Company borrowed the full $4 billion available under the 364-Day Credit Agreement and the full $2 billion available under the Three-Year Credit Agreement to fund the cash consideration in connection with the Transaction”

Brian Millham departed as President and Chief Operating Officer at Salesforce, Inc..

“Brian Millham announced that he will be retiring from the Company. Mr. Millham will step down from his role as the Company’s President and Chief Operating Officer as of the Effective Date”

Robin Washington was appointed as President and Chief Operating and Financial Officer at Salesforce, Inc..

“the appointment of Robin Washington to serve as the Company’s President and Chief Operating and Financial Officer, effective as of March 21, 2025”
Governance Changes

Salesforce, Inc.: Amended and restated Bylaws to revise procedural and disclosure standards for director nominations and business proposals, indemnification terms, and update Delaware law references (effective 2024-12-05).

“On December 5, 2024, as part of its periodic review of corporate governance matters, the Board of Directors of Salesforce, Inc. (the “Company”) amended and restated the Company’s Amended and Restated Bylaws (as so amended and restated, the “Amended and Restated Bylaws” and such amendments, the “Bylaw Amendments”).”

Amy Weaver departed as President and Chief Financial Officer at Salesforce, Inc..

“On August 28, 2024, the Company announced that Amy Weaver will step down from her role as President and Chief Financial Officer of the Company effective upon the appointment of her successor or upon the filing of the Company’s annual report on Form 10-K for the fiscal year ending January 31, 2025 (the “10-K Filing Date”), if earlier.”
Earnings Releases

Salesforce, Inc. reported fiscal fourth quarter and full fiscal year 2024 ended January 31, 2024 results: revenue $9.29 billion, EPS $1.47. Guidance initiated.

“Total fourth quarter revenue was $9.29 billion, an increase of 11% Y/Y and 10% CC.”
Earnings Releases

Salesforce, Inc. reported full year fiscal 2024 results: EPS $8.18 - $8.19. Guidance raised.

“Narrows Full Year FY24 Revenue Guidance to $34.75 Billion to $34.8 Billion”
Earnings Releases

Salesforce, Inc. reported fourth quarter fiscal 2024 results: revenue $9.18 Billion to $9.23 Billion. Guidance initiated.

“Initiates Fourth Quarter FY24 Revenue Guidance of $9.18 Billion to $9.23 Billion”
Earnings Releases

Salesforce, Inc. reported fiscal quarter ended October 31, 2023 results: EPS $2.11.

“Salesforce (NYSE: CRM), the #1 AI CRM, today announced results for its third quarter fiscal 2024 ended October 31, 2023. • Third Quarter Revenue of $8.72 Billion”
Earnings Releases

Salesforce, Inc. reported second quarter fiscal 2024 ended July 31, 2023 results: revenue $8.60 billion, EPS $1.28. Guidance raised.

“Salesforce (NYSE: CRM), the #1 AI CRM, today announced results for its second quarter fiscal 2024 ended July 31, 2023. • Second Quarter Revenue of $8.60 Billion, up 11% Year-Over-Year ("Y/Y"), up 11% in Constant Currency ("CC") • Second Quarter GAAP Operating Margin of 17.2% and Non-GAAP Operating Margin of 31.6% • Current Remaining Performance Obligation of $24.1 Billion, up 12% Y/Y, 11% CC • Second Quarter GAAP Diluted Earnings per Share ("EPS") of $1.28 and Non-GAAP Diluted EPS of $2.12 • Returned $1.9 Billion to Stockholders in the Second Quarter in the Form of Share Repurchases • Initiates Third Quarter FY24 Revenue Guidance of $8.70 Billion to $8.72 Billion, up ~11% Y/Y • Raises Full Year FY24 Revenue Guidance to $34.7 Billion to $34.8 Billion, up ~11% Y/Y • Raises Full Year FY24 GAAP Operating Margin Guidance to ~13.3% and Non-GAAP Operating Margin Guidance to ~30.0% • Raises Full Year FY24 Operating Cash Flow Growth Guidance to 22% to 23% Y/Y”
Shareholder Votes

Salesforce, Inc. shareholders rejected Stockholder proposal regarding a policy to forbid all Company directors from sitting on any other boards at the 2023-06-08 meeting.

“7. Stockholder proposal regarding a policy to forbid all Company directors from sitting on any other boards: For Against Abstain Broker Non-Votes 3,393,521 740,646,268 2,722,868 104,643,560”
Shareholder Votes

Salesforce, Inc. shareholders rejected Stockholder proposal regarding an independent chair of the board at the 2023-06-08 meeting.

“6. Stockholder proposal regarding an independent chair of the board: For Against Abstain Broker Non-Votes 167,647,612 574,307,554 4,807,491 104,643,560”
Shareholder Votes

Salesforce, Inc. shareholders approved Advisory vote on the frequency of holding future advisory votes to approve executive compensation at the 2023-06-08 meeting.

“5. Advisory vote on the frequency of holding future advisory votes to approve executive compensation: 1 Year 2 Years 3 Years Abstain Broker Non-Votes 738,214,225 1,221,139 6,097,510 1,229,783 104,643,560”
Shareholder Votes

Salesforce, Inc. shareholders approved Advisory vote to approve the fiscal 2023 compensation of the Company’s named executive officers at the 2023-06-08 meeting.

“4. Advisory vote to approve the fiscal 2023 compensation of the Company’s named executive officers: For Against Abstain Broker Non-Votes 608,476,586 132,551,274 5,734,797 104,643,560”
Shareholder Votes

Salesforce, Inc. shareholders approved Ratification of Ernst & Young LLP as the Company’s independent auditor for the fiscal year ending January 31, 2024 at the 2023-06-08 meeting.

“3. Ratification of Ernst & Young LLP as the Company’s independent auditor for the fiscal year ending January 31, 2024: For Against Abstain Broker Non-Votes 808,538,658 37,580,081 5,287,478 0”
Shareholder Votes

Salesforce, Inc. shareholders approved Amendment and restatement of the Company’s 2013 Equity Incentive Plan at the 2023-06-08 meeting.

“2. Amendment and restatement of the Company’s 2013 Equity Incentive Plan: For Against Abstain Broker Non-Votes 678,700,951 63,367,704 4,694,002 104,643,560”
Shareholder Votes

Salesforce, Inc. shareholders approved Election of Directors at the 2023-06-08 meeting.

“1. Election of directors: For Against Abstain Broker Non-Votes Marc Benioff 714,569,951 29,657,498 2,535,208 104,643,560 Laura Alber 733,379,114 12,096,218 1,287,325 104,643,560 Craig Conway 717,723,340 27,754,243 1,285,074 104,643,560 Arnold Donald 741,121,581 4,336,762 1,304,314 104,643,560 Parker Harris 732,951,706 12,667,124 1,143,827 104,643,560 Neelie Kroes 725,384,908 20,076,447 1,301,302 104,643,560 Sachin Mehra 743,433,723 2,036,421 1,292,513 104,643,560 Mason Morfit 743,124,090 2,324,010 1,314,557 104,643,560 Oscar Munoz 727,963,481 17,449,536 1,349,640 104,643,560 John V. Roos 706,337,369 39,083,190 1,342,098 104,643,560 Robin Washington 706,713,996 38,738,347 1,310,314 104,643,560 Maynard Webb 728,497,392 16,930,481 1,334,784 104,643,560 Susan Wojcicki 741,257,793 4,237,931 1,266,933 104,643,560”
Earnings Releases

Salesforce, Inc. reported first quarter fiscal 2024 ended April 30, 2023 results: revenue $8.25 Billion, EPS First Quarter GAAP Diluted Earnings per Share ("EPS") of $0.20 and Non-GAAP Diluted EPS of $1.69. Guidance raised.

“Salesforce (NYSE: CRM), the global leader in CRM, today announced results for its first quarter fiscal 2024 ended April 30, 2023. • First Quarter Revenue of $8.25 Billion, up 11% Year-Over-Year ("Y/Y"), up 13% Constant Currency ("CC") • First Quarter GAAP Operating Margin of 5.0% and Non-GAAP Operating Margin of 27.6% • Current Remaining Performance Obligation of $24.1 Billion, up 12% Y/Y, 12% CC • First Quarter GAAP Diluted Earnings per Share ("EPS") of $0.20 and Non-GAAP Diluted EPS of $1.69 • Returned $2.1 Billion in First Quarter to Stockholders in the Form of Share Repurchases • Initiates Second Quarter FY24 Revenue Guidance of $8.51 Billion to $8.53 Billion, up ~10% Y/Y • Reiterates Full Year FY24 Revenue Guidance of $34.5 Billion to $34.7 Billion, up ~10% Y/Y • Raises Full Year FY24 GAAP Operating Margin Guidance to ~11.4% and Non-GAAP Operating Margin Guidance to ~28.0%”

Mason Morfit was appointed as Director at Salesforce, Inc..

“the Board appointed Arnold Donald, Sachin Mehra and Mason Morfit as directors of the Company, effective as of March 1, 2023.”

Sachin Mehra was appointed as Director at Salesforce, Inc..

“the Board appointed Arnold Donald, Sachin Mehra and Mason Morfit as directors of the Company, effective as of March 1, 2023.”

Arnold Donald was appointed as Director at Salesforce, Inc..

“the Board appointed Arnold Donald, Sachin Mehra and Mason Morfit as directors of the Company, effective as of March 1, 2023.”

Sanford Robertson departed as Director at Salesforce, Inc..

“Alan Hassenfeld and Sanford Robertson each informed the Board of Directors of the Company (the “Board”) of his decision not to stand for reelection as a director and to retire from the Board, effective as of the date of the 2023 Annual Meeting of Stockholders.”

Alan Hassenfeld departed as Director at Salesforce, Inc..

“Alan Hassenfeld and Sanford Robertson each informed the Board of Directors of the Company (the “Board”) of his decision not to stand for reelection as a director and to retire from the Board, effective as of the date of the 2023 Annual Meeting of Stockholders.”
Restructurings & Charges

Salesforce, Inc. announced a restructuring with charges of The Company estimates that it will incur approximately $1.4 billion to $2.1 billion in charges in connection with the Plan, of which approximately $800 million affecting select real estate exits and office space reductions within certain markets (a reduction of the Company's current workforce by approximately 10 percent).

“are subject to local law and consultation requirements in certain countries, as well as the Company’s business needs. The Company estimates that it will incur approximately $1.4 billion to $2.1 billion in charges in connection with the Plan, of which approximately $800 million to $1.0 billion is expected to be incurred in the fourth quarter of fiscal 2023. These”
Governance Changes

Salesforce, Inc.: The Company amended and restated its Bylaws to update procedures and disclosure requirements for director nominations and business proposals by stockholders, including compliance with the SEC's universal proxy rules (effective 2022-12-15).

“On December 15, 2022, as part of its periodic review of corporate governance matters, the Board of Directors of Salesforce, Inc. (the “Company”) amended and restated the Company’s Amended and Restated Bylaws (as so amended and restated, the “Amended and Restated Bylaws” and such amendments, the “Bylaw Amendments”).”

Marc Benioff changed role as CEO and Chair of the Board at Salesforce, Inc..

“Thereafter, Mr. Benioff will serve as the Company’s CEO and Chair of the Board.”

Bret Taylor resigned as Co-CEO and Vice Chair at Salesforce, Inc..

“Bret Taylor has given notice that he will resign from his position as the Company’s Co-CEO and Vice Chair of the Company’s Board of Directors, effective as of January 31, 2023.”
Earnings Releases

Salesforce, Inc. reported third quarter fiscal 2023 ended October 31, 2022 results: revenue $7.84 billion, EPS $0.21. Guidance initiated.

“Calif. - November 30, 2022 - Salesforce (NYSE: CRM), the global leader in CRM, today announced results for its third quarter fiscal 2023 ended October 31, 2022. • Revenue of $7.84 Billion, up 14% Y/Y, up 19% Constant Currency ("CC") • GAAP Earnings per Share ("EPS") of $0.21 and Non-GAAP EPS of $1.40 • Current Remaining Performance Obligation of $20.9 Billion, up”

Gavin Patterson departed as President and Chief Strategy Officer at Salesforce, Inc..

“As previously announced, Gavin Patterson will step down from his position as President and Chief Strategy Officer of Salesforce, Inc. (the “Company”) and will depart the Company, effective January 31, 2023.”

Gavin Patterson departed as President and Chief Strategy Officer at Salesforce, Inc..

“On November 10, 2022, Salesforce, Inc. (the “Company”) announced that Gavin Patterson will step down from his position as President and Chief Strategy Officer of the Company and will depart the Company, effective January 31, 2023.”

Gavin Patterson changed role as Chief Strategy Officer at Salesforce, Inc..

“The Company also announced that Gavin Patterson has transitioned from his current role as President and Chief Revenue Officer, where he oversaw significant revenue growth over the last two years, to Chief Strategy Officer of the Company, effective August 8, 2022.”

Brian Millham was appointed as President and Chief Operating Officer at Salesforce, Inc..

“On August 8, 2022, Salesforce, Inc. (the “Company”) announced that Brian Millham, age 53, has been appointed President and Chief Operating Officer of the Company, effective August 8, 2022.”

Oscar Munoz was appointed as director at Salesforce, Inc..

“the appointment of Mr. Munoz is effective as of January 1, 2022”

Laura Alber was appointed as director at Salesforce, Inc..

“On November 30, 2021, Salesforce also announced that Laura Alber and Oscar Munoz were appointed as directors.”

Bret Taylor was appointed as Vice Chair of the Board and Co-Chief Executive Officer at Salesforce, Inc..

“On November 30, 2021, salesforce.com, inc. (the “Company”) announced that Bret Taylor had been appointed Vice Chair of the Board and Co-Chief Executive Officer, effective November 30, 2021.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.