Salesforce 401k Plan

This article discusses everything I know about the Salesforce 401k plan. Whether you’re an employee of Salesforce or a retired employee, this post is here to provide you with all the essential information you need about the company’s 401(k) plan.

As one of those Salesforce employees or retirees, understanding the intricacies of your employee contributions or retirement benefits is crucial for financial planning and long-term security.

In this guide, we will walk you through the Salesforce 401 k Plan, including how to access your account through the login portal, the various features and options available, contribution limits, investment choices, and important considerations to remember.

This resource aims to empower you with the knowledge necessary to make informed decisions about your financial future. So, let’s dive in and explore the available retirement plans to ensure you make the most of your retirement benefits with this renowned company.

What is Salesforce?

Salesforce is a leading customer relationship management (CRM) software company that revolutionized how businesses manage and interact with customers.

Founded in 1999 by Marc Benioff and Parker Harris, Salesforce has become a global leader in cloud computing, offering various innovative solutions that help companies streamline their sales, marketing, service, and operational processes.

In addition to its cutting-edge technology, Salesforce is known for its commitment to employee well-being and financial security. The company offers comprehensive retirement plans, including a 401k matching program.

Through this program, Salesforce provides additional funds to employees to support and encourage their savings for retirement. This matching plan is a valuable benefit that helps employees prepare for their future at Salesforce.

Salesforce 401k Login

To log into the Salesforce 401k portal, follow these steps:

  • Visit the Salesforce employee portal at
  • Enter your Salesforce username and password in the respective fields.
  • Click on the “Login” button to proceed.
  • Once logged in, navigate to the “Benefits” or “Retirement” section of the portal.
  • Locate and select the 401k option.
  • You will be redirected to the 401k login page.
  • Enter your 401k account username and password.
  • Click on the “Login” button to access your 401k account.

Please note that the exact steps may vary slightly depending on any updates or changes made to the Salesforce employee portal.

Salesforce 401k Plan Name + Details

The official name of Salesforce’s retirement plan is the “Salesforce 401(k) Plan.”

EIN (Employer Identification Number)

  • Organization Name:, Inc.
  • IRS EIN (Taxpayer Id): 94-3320693
  • Doing Business As: Inc
  • Type of business: Services-prepackaged Software

Who Is The 401k Administrator of Salesforce?

Fidelity administers the plan.

Contact Information

To contact, Inc. regarding their 401k plan via phone, please call 415-901-7000. For inquiries via mail, the address for, Inc. regarding their 401k plan is 415 Mission Street, 3rd Floor, San Francisco, CA, 94105.

How To Rollover A Salesforce 401k To a Gold IRA

To roll over a Salesforce 401k to a Gold IRA (Individual Retirement Account), follow these steps:

Research and choose a reputable Gold IRA custodian: Look for a trusted custodian specializing in Gold IRAs and having a solid industry reputation. Ensure they offer to invest in physical gold or gold-related investment options.

Open a Gold IRA account: Contact the chosen custodian and initiate the process of opening a Gold IRA account. They will guide you through the necessary paperwork and requirements.

Request rollover paperwork: Contact the administrator of your Salesforce 401k plan and request the necessary rollover paperwork. They will provide you with the required forms and instructions.

Complete the rollover paperwork: Fill out the provided paperwork accurately and thoroughly. Be sure to specify that you want to roll the funds from your Salesforce 401k into your new Gold IRA account.

Submit the rollover paperwork: Send the completed paperwork to both the custodian handling your Gold IRA and your Salesforce 401k plan administrator. Follow their instructions regarding submission methods and any additional documentation required.

Await the rollover completion: The rollover process may take some time, typically a few weeks. The custodian and administrator will handle the necessary transfers and coordination to complete the rollover.

Select gold investment options: Once the rollover is complete and the funds are in your Gold IRA account, work with your custodian to select appropriate gold investment options based on your financial goals and risk tolerance.

It’s essential to consult with a financial advisor or tax professional who can provide personalized guidance based on your specific situation and help ensure a smooth rollover process.


Saving for retirement is of utmost importance to secure your financial future. You can build a robust retirement savings portfolio by contributing to a 401k and self-directed Roth IRA. A 401k allows you to save pre-tax dollars, benefiting from potential employer matching contributions, while a self-directed IRA offers more flexibility in investment options.

However, setting up a precious metals Roth IRA account can be the ideal solution for those seeking to diversify their retirement holdings and safeguard against economic uncertainties.

A precious metals IRA allows you to invest in physical gold, silver, platinum, or palladium, providing a tangible and historically valuable asset that can hedge against inflation and market volatility.

By combining the benefits of a 401k, self-directed IRA, and precious metals IRA, you can create a comprehensive retirement savings strategy that aligns with your long-term goals. Don’t wait any longer – take control of your retirement planning and set up a precious metals IRA account today to secure a prosperous and financially stable retirement.

Other Retirement Investment Options

Looking for more options? You’ve got more! If you’re interested in rolling your 401k into a precious metals IRA, then you’re in luck – these are the best options!

Best Gold IRA CompaniesRatingMinimum RequirementProtect Your Wealth
Goldco logo5.0$25,000Free Investing Guide
Augusta Precious Metals logo4.9$50,000Free Investing Guide
American Hartford Gold logo4.8$10,000Free Investing Guide