🇺🇸 SECsalesforce.com Inc.Codex · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 04:05:24·⟳ 抓取 04:06:41 +1m17s·⚡ 决策 09-05 04:55:26 +48m45s·52.6 天前
Salesforce批准高管递延薪酬计划,未显示经营或资本结构增量
该8-K仅披露递延薪酬计划,事件方向中性且不改变Salesforce的经营、资本结构或股东现金流预期,缺乏正负方向一致的交易边界。
📄 原文salesforce.com Inc.↗ 原文
----- crm-20260902.htm ----- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________…
不做 Salesforce, Inc.(CRM.US)
不做:递延薪酬计划为行政性薪酬安排,无雇主匹配且未披露重大金额,不改变收入、利润、资本返还或控制权预期。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
一手SEC 8-K显示Salesforce批准高管及员工递延薪酬计划,核心条款是员工自愿递延薪酬、公司无匹配供款、义务为无担保未融资未来付款;这类安排不构成业绩、订单、并购、回购分红、融资稀释或治理控制变化,因此对CRM.US没有可执行短线edge。
🔎 新鲜度:最早出现 2026-09-04 · 扩散 low · price-in 风险 low ↗
主要风险
- 若后续10-Q显示公司存在重大酌情供款或异常高额负债,需重新评估,但本次8-K未披露该类量级。
先例如何影响了这次决策
对本次决策的影响:未形成交易方向,因此不进入外部先例定价。
方向:无需用历史价格先例校准;事件为行政性递延薪酬安排,不具备明确方向。
涨幅量级:无可量化经营或资本结构增量,先例幅度不适用。
形态:不适用。
原文全文
展开原文 · 5,156 字
----- crm-20260902.htm -----
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
________________________________________________________
FORM
8-K
________________________________________________________
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the
Securities Exchange Act of 1934
September 2, 2026
Date of Report (date of earliest event reported)
_________________________________________________________
Salesforce, Inc.
(Exact name of registrant as specified in its charter)
__________________________________________________________
Delaware
001-32224
94-3320693
(State or other jurisdiction
of incorporation)
(Commission
File Number)
(IRS Employer
Identification No.)
Salesforce Tower
415 Mission Street, 3rd Fl
San Francisco
,
California
94105
(Address of principal executive offices)
Registrant’s telephone number, including area code: (
415
)
901-7000
N/A
(Former name or former address, if changed since last report)
_________________________________________________________
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common Stock, par value $0.001 per share
CRM
New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
☐
Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
(e) On September 2, 2026, the Compensation Committee (the “Committee”) of the Board of Directors (the “Board”) of Salesforce, Inc. (the “Company”) approved the Salesforce, Inc. Executive Deferred Compensation Plan (the “Plan”), pursuant to which executive officers and other eligible employees may elect to defer a portion of their compensation. The Company's obligations under the Plan are general unsecured and unfunded obligations to pay deferred compensation in the future in accordance with the terms of the Plan.
The amount of compensation deferred by each Plan participant is determined in accordance with the Plan based upon participant elections. A participant may elect to defer up to a maximum of 75% of base salary and up to 90% of any annual performance bonus. Participants may make individual investment elections for their Plan accounts from one or more notional investment options designated by the Plan administrator. There is no employer match or similar contribution under the Plan; however, the Company may make discretionary contributions from time to time.
A participant may elect to receive distributions from his or her account under the Plan in lump sum or installment payments. The timing of payment will depend on the participant’s applicable distribution election, including elections made with respect to separation from service or payment on specified dates.
The Company may establish and contribute to a rabbi trust to assist in paying benefits under the Plan; any trust assets will remain subject to the claims of the Company’s general creditors in the event of insolvency.
The Plan is generally administered by the Committee, which has the power to make, amend, interpret and enforce all appropriate rules and regulations for the administration of the Plan, to construe and resolve all questions arising under the Plan, and otherwise to carry out the terms of the Plan. The Company may terminate the Plan at any time and, by action of the Committee, may amend the Plan from time to time, provided, that no such amendment may reduce the accrued value of a participant’s account under the Plan in existence as of such amendment.
The foregoing description of the Plan is qualified in its entirety by reference to the Plan, which the Company intends to file as an exhibit to its next Quarterly Report on Form 10-Q.
Signature
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Dated:
September 4, 2026
Salesforce, Inc.
/s/ S
ABASTIAN
N
ILES
Sabastian Niles
President and Chief Legal Officer
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
________________________________________________________
FORM
8-K
________________________________________________________
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the
Securities Exchange Act of 1934
September 2, 2026
Date of Report (date of earliest event reported)
_________________________________________________________
Salesforce, Inc.
(Exact name of registrant as specified in its charter)
__________________________________________________________
Delaware
001-32224
94-3320693
(State or other jurisdiction
of incorporation)
(Commission
File Number)
(IRS Employer
Identification No.)
Salesforce Tower
415 Mission Street, 3rd Fl
San Francisco
,
California
94105
(Address of principal executive offices)
Registrant’s telephone number, including area code: (
415
)
901-7000
N/A
(Former name or former address, if changed since last report)
_________________________________________________________
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common Stock, par value $0.001 per share
CRM
New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
☐
Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
(e) On September 2, 2026, the Compensation Committee (the “Committee”) of the Board of Directors (the “Board”) of Salesforce, Inc. (the “Company”) approved the Salesforce, Inc. Executive Deferred Compensation Plan (the “Plan”), pursuant to which executive officers and other eligible employees may elect to defer a portion of their compensation. The Company's obligations under the Plan are general unsecured and unfunded obligations to pay deferred compensation in the future in accordance with the terms of the Plan.
The amount of compensation deferred by each Plan participant is determined in accordance with the Plan based upon participant elections. A participant may elect to defer up to a maximum of 75% of base salary and up to 90% of any annual performance bonus. Participants may make individual investment elections for their Plan accounts from one or more notional investment options designated by the Plan administrator. There is no employer match or similar contribution under the Plan; however, the Company may make discretionary contributions from time to time.
A participant may elect to receive distributions from his or her account under the Plan in lump sum or installment payments. The timing of payment will depend on the participant’s applicable distribution election, including elections made with respect to separation from service or payment on specified dates.
The Company may establish and contribute to a rabbi trust to assist in paying benefits under the Plan; any trust assets will remain subject to the claims of the Company’s general creditors in the event of insolvency.
The Plan is generally administered by the Committee, which has the power to make, amend, interpret and enforce all appropriate rules and regulations for the administration of the Plan, to construe and resolve all questions arising under the Plan, and otherwise to carry out the terms of the Plan. The Company may terminate the Plan at any time and, by action of the Committee, may amend the Plan from time to time, provided, that no such amendment may reduce the accrued value of a participant’s account under the Plan in existence as of such amendment.
The foregoing description of the Plan is qualified in its entirety by reference to the Plan, which the Company intends to file as an exhibit to its next Quarterly Report on Form 10-Q.
Signature
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Dated:
September 4, 2026
Salesforce, Inc.
/s/ S
ABASTIAN
N
ILES
Sabastian Niles
President and Chief Legal Officer
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