Salesforce - ESPP & RSU’s - Best Long Term Approach
What do Salesforce employees do with their stock purchase plan and refreshers and why? #salesforce #tech
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92 Participants
Select only one answer
Salesforce D4v63n1044 Nov 20, 2021
Ask yourself, would you buy however many RSUs or Espp stocks you get with your own cash? If not, then sell immediately.
Sinclair Hecubus Nov 21, 2021
Hold until tax implications are cap gains and not ordinary income. Then divest unless it goes nuts (like my msft stock did).
Qualcomm nameisuser Nov 22, 2021
Could you please elaborate more on this? (New to the field)
Salesforce yhesp8 Nov 30, 2021
Sell your RSUs immediately. Max out ESPP, hold until long term capital gains tax kicks in and then sell 90% of your CRM holdings. Reinvest the proceeds in low fee index funds such as those offered by Vanguard.
Would really appreciate if I can get some thoughts behind the choice as well
What reasoning are you expecting? Most of the answers say they hold long term which only means they expect Salesforce to grow 🤷🏻♂️