CRM Salesforce, Inc.

NEUTRAL Impact: 3/10 8-K
Horizon months Filed Jun 1, 2026 Processed 11d 11h ago SEC 0001108524-26-000131
8-K context-dependent: Items 5.02
Latest settled — T+1d
CRM ▼ -5.06% at T+1d
NEUTRAL call ✗ call lost -5.06% · α vs SPY -4.34% · entry $200.85 → $190.68
Next anchor: T+5d due 5d ago
Currently $165.89 · -17.40% from $200.85 entry
Entry anchored
Jun 1, 2026
via day open
T+1d
-5.06%
call -5.06% · α -4.34%
$190.68
settled 11d ago
T+5d
call — · α —
due 5d ago
T+20d
call — · α —
in 17d
T+60d
call — · α —
in 2mo

Price Chart

Loading chart...

Executive Summary

Salesforce held its 2026 Annual Meeting on May 28, 2026, where stockholders approved an amendment to the 2013 Equity Incentive Plan to add 34 million shares and extend the term to 2036, and an amendment to the 2004 Employee Stock Purchase Plan to increase reserved shares. All 13 director nominees were elected, and the say-on-pay proposal passed with approximately 80% support. The filing is a routine post-meeting report with no material financial impact.

Actionable Insight

Routine annual meeting results with no surprises. The equity plan amendment adds moderate dilution potential over the next decade but is standard for a company of Salesforce's size. Monitor for any future equity grant disclosures that could signal accelerated dilution.

Key Facts

  • Stockholders approved amendment to 2013 Equity Incentive Plan, adding 34 million shares and extending term to March 26, 2036.
  • Stockholders approved amendment to 2004 Employee Stock Purchase Plan to increase reserved shares.
  • All 13 director nominees were elected; Mason Morfit received the lowest support at ~94% of votes cast.
  • Say-on-pay proposal passed with ~80.8% of votes cast in favor.
  • Stockholder proposal on cumulative voting was overwhelmingly rejected with ~2.4% support.
  • Ernst & Young LLP ratified as independent auditor for FY2027.

Financial Impact

34 million additional shares authorized under equity incentive plan; no immediate cash impact.

dilution

Risk Factors

  • Potential dilution from 34 million additional shares under the equity plan over time.
  • Say-on-pay support at ~80% leaves room for future compensation-related shareholder activism.

Market Snapshot

Exchange
NYSE
Sector
Services-Prepackaged Software
Analyst Consensus
74% bullish (58 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001108524-26-000131
Exhibit: ex102-2004espp.htm0001108524-26-000131
Document: crm-20260528.htm0001108524-26-000131
Document: 0001108524-26-000131-index-headers.html0001108524-26-000131
Document: 0001108524-26-000131-index.html0001108524-26-000131
Document: 0001108524-26-000131.txt0001108524-26-000131
11 reports for CRM
Performance horizon
67% Hit rate 2 of 3 directional calls best @ T+1▲ +8.47%May 27, 2026
Filters
Rows
Reports for CRM — sortable, filterable
Type Now
Jun 1, 2026
11d ago
8-K
NEUTRAL ★ 3/10
$200.85 $190.68▼ −5.06%▼ −4.34%$165.89 (−17.40%)
May 31, 2026
12d ago
ANALYST-UPGRADE
NEUTRAL ★ 3/10
$242.33 $243.86▲ +0.63%▲ +0.66%$165.89 (−31.54%)
May 27, 2026
16d ago
8-K
BULLISH ★ 7/10
$176.17 $191.10▲ +8.47%▲ +8.24%$165.89 (−5.84%)
May 1, 2026
6w ago
ANALYST-UPGRADE
NEUTRAL ★ 3/10
$242.33 $243.86▲ +0.63%▲ +0.66%$165.89 (−31.54%)
Apr 16, 2026
8w ago
DEFA14A
NEUTRAL ★ 2/10
$181.95 $186.22▲ +2.35%▲ +2.54%$165.89 (−8.83%)
Apr 8, 2026
9w ago
Court Ruling
BULLISH ★ 5/10
$176.26 $170.80▼ −3.10%▼ −3.67%$165.89 (−5.88%)
Apr 2, 2026
10w ago
Court Ruling
NEUTRAL ★ 2/10
$186.90 $184.91▼ −1.07%▼ −1.54%$165.89 (−11.24%)
Mar 18, 2026
12w ago
Insider Cluster
NEUTRAL ★ 3/10
$194.23 $194.90▲ +0.34%▲ +0.61%$165.89 (−14.59%)
Mar 18, 2026
12w ago
Insider Cluster
NEUTRAL ★ 4/10
$194.23 $194.90▲ +0.34%▲ +0.61%$165.89 (−14.59%)
Feb 28, 2026
14w ago
Institutional Cluster
MIXED ★ 7/10
$192.79 $195.94▲ +1.63%▲ +2.55%$165.89 (−13.95%)
Showing 10 of 11

US Market Status

Market Closed — Opens Mon (53h 10m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access