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Original filing (PDF)20250922114057NAL0005580112001
SALESFORCE, INC.
Form 5500
FILING_RECEIVED
SALESFORCE 401(K) PLAN
401(k) retirement plan
Active participants
36,537
Accounts w/ balance
53,667
Plan assets (EOY)
$9.1B
Net assets (EOY)
$9.1B
How this plan invests
This plan
21 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SALESFORCE, INC..
Plan sponsor
Name
SALESFORCE, INC.
EIN
94-3320693
Address
415 MISSION STREET · 3RD FLOOR · SAN FRANCISCO, CA · 94105
Phone
(415) 901-7000
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CARR, RIGGS & INGRAM LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $651K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $1.0M | — |
Investments
15 direct securities · 21 pooled funds· $10.3B(100% of reported assets)
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.
Common Collective Trust
$7.9B
21 holdings
Uncategorized
$2.4B
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $164.7M | 1.8% | |
| Fidelity 500 Index Fund | — | — | — | $119.9M | 1.3% | |
| Fidelity Diversified International Fund | — | — | — | $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 | — | — | — | $98.4M | 1.1% | |
| MFS International Income Fund Class C | — | — | — | $92.8M | 1.0% | |
| Fidelity Money Market Government Portfolio - Institutional Class | — | — | — | $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 | — | — | — | $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 | — | — | — | $73.5M | 0.8% | |
| BrokerageLink | — | — | — | $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 | — | — | — | $48.3M | 0.5% | |
| Ariel Fund Institutional Class | — | — | — | $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% |