Sundeep Reddy signed Salesforce, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Salesforce, Inc.'s EIN is 94-3320693.
Download the official 2024 Form 5500 (PDF) for Salesforce, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Salesforce, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $651K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $1.0M | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL E GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $1.7B | 18.6% | |
| JPMCB SR PB 2050 CFE JPMORGAN CHASE BANK, N.A. · EIN 84-2477816 / PN 001 | Common Collective Trust | — | — | $968.1M | 10.7% | |
| JPMCB SR PB 2055 CFE JPMORGAN CHASE BANK, N.A. · EIN 84-2492102 / PN 001 | Common Collective Trust | — | — | $849.0M | 9.4% | |
| JPMCB SR PB 2045 CFE JPMORGAN CHASE BANK, N.A. · EIN 84-2460155 / PN 001 | Common Collective Trust | — | — | $792.7M | 8.7% | |
| Fidelity Low-Priced Stock Fund Commingled Pool | Common Collective Trusts | — | — | $749.1M | 8.3% | |
| FID CONTRA POOL CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $749.1M | 8.3% | |
| JPMCB SR PB 2040 CFE JPMORGAN CHASE BANK, N.A. · EIN 84-2447445 / PN 001 | Common Collective Trust | — | — | $621.9M | 6.9% | |
| JPMCB SR PB 2035 CFE JPMORGAN CHASE BANK, N.A. · EIN 84-2433553 / PN 001 | Common Collective Trust | — | — | $451.0M | 5.0% | |
| Principal SmallCap S&P 600 Index Fund Institutional Class | Common Collective Trusts | — | — | $262.2M | 2.9% | |
| SP EXT MKT IDX CL E GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $262.2M | 2.9% | |
| JPMCB SR PB 2030 CFE JPMORGAN CHASE BANK, N.A. · EIN 84-2420474 / PN 001 | Common Collective Trust | — | — | $253.2M | 2.8% | |
| JPMCB SR PB 2060 CFE JPMORGAN CHASE BANK, N.A. · EIN 84-2507352 / PN 001 | Common Collective Trust | — | — | $252.8M | 2.8% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $218.9M | 2.4% | |
| SP SMALL CP IND CL E GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 009 | Common Collective Trust | — | — | $218.9M | 2.4% | |
| Invesco Developing Market Fund Class R6 | Mutual Funds | — | — | $218.9M | 2.4% | |
| SP INTL INDEX E GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 011 | Common Collective Trust | — | — | $182.1M | 2.0% | |
| BLACKROCK EQ DIVD BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4640003 / PN 001 | Common Collective Trust | — | — | $164.7M | 1.8% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class | Mutual Funds | — | — | $164.7M | 1.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $119.9M | 1.3% | |
| Fidelity Diversified International Fund | Mutual Funds | — | — | $110.1M | 1.2% | |
| JPMCB SR PB 2025 CFE JPMORGAN CHASE BANK, N.A. · EIN 84-2402523 / PN 001 | Common Collective Trust | — | — | $103.3M | 1.1% | |
| FID LPS POOL CLASS A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 132 | Common Collective Trust | — | — | $98.4M | 1.1% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $98.4M | 1.1% | |
| MFS International Income Fund Class C | Mutual Funds | — | — | $92.8M | 1.0% | |
| Fidelity Money Market Government Portfolio - Institutional Class | Mutual Funds | — | — | $91.0M | 1.0% | |
| LS CORE PL FXINC C LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $81.1M | 0.9% | |
| BlackRock Equity Dividend Fund T | Other securities | — | — | $74.6M | 0.8% | |
| FID DIV INTL PL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 134 | Common Collective Trust | — | — | $73.5M | 0.8% | |
| Fidelity Contrafund Commingled Pool | Common Collective Trusts | — | — | $73.5M | 0.8% | |
| BrokerageLink | Other securities | — | — | $57.2M | 0.6% | |
| JPMCB SR PB INC CFE JPMORGAN CHASE BANK, N.A. · EIN 84-2373652 / PN 001 | Common Collective Trust | — | — | $48.7M | 0.5% | |
| Fidelity Puritan Fund - Class K | Mutual Funds | — | — | $48.3M | 0.5% | |
| Ariel Fund Institutional Class | Other securities | — | — | $25.2M | 0.3% | |
| JPMCB SR PB 2065 CFE JPMORGAN CHASE BANK, N.A. · EIN 92-0307615 / PN 001 | Common Collective Trust | — | — | $13.5M | 0.1% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $0 | <0.1% | |
| SP 500 INDEX PL CL D GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
