CRM: Salesforce registers 609,118 shares for Merlin AI plan
Registers 609,118 CRM shares under the assumed Merlin AI 2023 equity plan after the Nov 2, 2026 Merlin acquisition.
What this filing says
Salesforce filed a Form S-8 to register 609,118 shares of common stock under the Merlin AI, Inc. 2023 Equity Incentive Plan, which it assumed when it acquired Merlin AI on November 2, 2026. The shares cover stock options, restricted stock units and restricted stock already granted to Merlin employees, so this mainly sets up the share supply for those awards rather than a new offering of stock for cash.
Key figures
- Shares registered
- 609,118 shares
- Options outstanding under plan
- 316,625 shares
- RSUs under plan
- 254,560 shares
- Restricted stock issued in exchange
- 37,933 shares
- Acquisition date
- November 2, 2026
Negative for shareholders
- The registered shares could be issued to award holders, which may add to the total number of shares outstanding.
Written by Quantisnow AI from this filing. Not financial advice.
Key terms
- Form S-8:
- A registration statement the SEC lets companies file to register shares issued under employee benefit plans.
- Restricted stock units:
- Promises to deliver company shares to an employee once certain vesting conditions are met.
- Assumed plan:
- An equity incentive plan that the acquiring company takes over from the company it bought, along with its outstanding awards.
FAQ
How many Salesforce shares does this filing register?
The filing registers 609,118 shares of Salesforce common stock under the Merlin AI, Inc. 2023 Equity Incentive Plan.
Why is Salesforce registering shares under the Merlin AI plan?
Salesforce assumed the Merlin AI plan and its outstanding awards when it acquired Merlin AI on November 2, 2026, and this registration covers shares tied to those awards.
Historical context for CRM
Across the 21 sessions after earlier CRM headlines, the stock closed higher 12 times and lower 9 times, with a median move of 2.1% in either direction. This shows timing only: many things move a stock in a session, and these figures do not show that any headline caused a move.
| Session | Earlier headline | CRM | SPY |
|---|---|---|---|
| Oct 26, 2026 | Salesforce Grants Equity Awards to m3ter and Fin Under Its Inducement Equity Incentive Plan | -0.4% | +0.7% |
| Oct 12, 2026 | Salesforce upgraded by BofA Securities with a new price target | +2.1% | -0.1% |
| Sep 17, 2026 | BMO Capital Markets reiterated coverage on Salesforce with a new price target | -3.1% | +1.1% |
| Sep 15, 2026 | Announcing Koa: Salesforce’s First CRM Reasoning Model, Built on NVIDIA Nemotronand 1 other headline that session | -1.5% | -0.5% |
| Sep 14, 2026 | Salesforce Announces $27 Million in New Education Grants, Deepening Support for Public Schools and Educators | +4.7% | -0.4% |
| Sep 11, 2026 | Salesforce Announces Upcoming Events at Dreamforce | +1.9% | +0.9% |
- Market cap
- 30-day
- Sector
- Technology
- Industry
- Computer Software: Prepackaged Software
- Listed since
- 2004
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