Salesforce (CRM) stock & equity tools

Public · Cloud/SaaS · IPO 2004

IPO'd 2004-06-23. Plan AMT, exercise tax, and sell-vs-hold decisions around current trading price. Calculator inputs are yours.

Beta · invite-only · AlphaLatitude Inc. · Free Tools

Equity at Salesforce

Salesforce trades publicly (CRM) after its 2004 IPO, so every calculator below prices off the live CRM price — no 409A estimate required. If you hold Salesforce equity (restricted stock units (RSUs)), your after-tax outcome turns on a few linked decisions.

The tools below model each of these: whether to sell RSUs at vest or hold for long-term capital-gains treatment and how much CRM concentration to carry versus diversify or hedge.

Status
Public (CRM)
IPO
2004-06-23
Sector
Cloud/SaaS
Incorporated
Delaware
Headquarters
San Francisco, CA
Grants
RSU

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