Tricia Lane v. Salesforce, Inc.

District Court, S.D. New York·Decided August 14, 2026·No. 1:25-cv-09707·Unknown

Opinion

UNITED STATES DISTRICT COURT ELECTRONICALLY FILED SOUTHERN DISTRICT OF NEW YORK oe Se 14 200G TRICIA LANE, Plaintiff, MEMORANDUM AND ORDER □ 25-CV-9707 (DEH) (HJR) SALESFORCE, INC., Defendant.

HENRY J. RICCARDO, United States Magistrate Judge. Plaintiff Tricia Lane (“Plaintiff’ or “Lane”) brings this action against Defendant Salesforce, Inc. “Defendant” or “Salesforce”) alleging various forms of discrimination and retaliation based on her gender, age, and disability status. She asserts claims arising under Title VII of the Civil Rights Act of 1964, 42 U.S.C.§ 2000e-1 et seq. (“Title VII”); the Age Discrimination in Employment Act, 29 U.S.C.§ 621 et seq. (“ADEA”); the Americans with Disabilities Act, 42 U.S.C. 12101 et seq. (“ADA”); the New York State Human Rights Law, N.Y. Exec. Law § 296 et seq. (“NYSHRL?’); the New York City Human Rights Law, N.Y.C. Admin. Code, § 8-101 et seg. “(NYCHRL”); the New Jersey Law Against Discrimination, N.J. Stat. Ann.§ 10:5-1 et seg. “NJLAD”); the New York Labor Law § 194 (“NY EPA”); and the New Jersey Equal Pay Act, N.J. Stat. Ann. § 10:5-12(a) (“NJ EPA”). Defendant now moves to compel arbitration of Plaintiffs claims and to stay this case pending arbitration. For the reasons described below, Defendant’s motion to compel arbitration and to stay the case is GRANTED.

I. BACKGROUND A. Factual Background Lane joined Salesforce as an Account Executive in July 2017. Complaint,

ECF No. 1 (the “Complaint” or “Compl.”) ¶ 19. She alleges that for the first six and a half years, she excelled in her role and was recognized for her excellent performance and leadership. Id. ¶¶ 21–30. During this time, Plaintiff claims to have transformed the team she managed from the “lowest performing” to the “highest performing Enterprise team” and was promoted to Regional Vice President (“RVP”) in August 2019. Id. ¶¶ 23–25. Lane was assigned to a new territory in February 2024, inheriting four new

direct reports, two of whom had alleged performance issues, and a new supervisor, Rebecca Temple (“Temple”). Id. ¶¶ 32–35. Plaintiff contends that Temple treated her differently from the three male RVPs also reporting to Temple. Id. ¶¶ 37–38. Temple allegedly blamed Lane for issues that pre-dated her responsibility for them, falsely criticized her to other employees and clients, and made false accusations against her. Id. ¶¶ 39–40. Plaintiff alleges that Temple harshly criticized her

forecast reports (but refrained from criticizing her male peers’ reports), accused her of intentionally submitting artificially low forecasts, excluded her from communications and decisions, and often missed their one-on-one meetings while making herself available to meet with Lane’s male peers. Id. ¶¶ 44–47. Plaintiff spoke with Temple about this treatment in April and May of 2024, but Temple refused to acknowledge her concerns. Id. ¶ 49. On May 20, 2024, Plaintiff complained to HR about Temple’s treatment of her. Id. ¶ 53. Later that same day, Temple notified Plaintiff that she was being placed on a Performance Improvement Plan (“PIP”). Id. ¶ 51. Plaintiff alleges that

Temple provided her with a written description of her performance issues that was “full of lies.” Id. ¶¶ 51–52. Plaintiff made a detailed complaint to HR on May 22, 2024, claiming that Temple’s accusations were false and that “Temple was discriminating against her and creating a hostile work environment.” Id. ¶ 53. On June 14, 2026, Plaintiff was placed on medical leave by her doctor. Id. ¶¶ 58–59. Plaintiff advised an employee relations representative on June 16, 2024 that she was on medical leave due to Temple’s conduct. Id. ¶ 59. During her leave,

Plaintiff alleges that she learned that Salesforce was hiring less experienced employees and paying them more than she was being paid. Id. ¶ 60. On November 12, 2024, Plaintiff’s attorney sent Salesforce a letter asserting violations of civil rights laws. Id. ¶ 62. Plaintiff alleges that she planned to return from leave on December 16, 2024, but Salesforce created obstacles to her return and requests for accommodations. Id. ¶¶ 63–68. These delays cost Plaintiff over a month of pay and

benefits until she finally returned from leave on January 21, 2025. Id. ¶¶ 68–69. Upon her return, Plaintiff claims that Temple continued to set her up for failure by denying her information she needed to perform her job, being generally unsupportive, and treating Plaintiff worse than her male peers. Id. ¶¶ 72, 75. Plaintiff alleges that on February 20, 2025, the HR representative responsible for investigating her internal complaint told her that he had done “due diligence” but had not found any conduct violating Salesforce policy. Id. ¶ 74. Despite her requests for greater details about the investigation, the representative refused to elaborate. Id.

On February 25, 2025, Plaintiff filed a charge with the EEOC under Title VII, the ADEA and the ADA. Id. ¶ 77. Plaintiff alleges Temple reinstated the PIP with impossible and arbitrary meeting requirements on or about March 28, 2025. Id. ¶ 78. Ultimately, Plaintiff was fired on April 30, 2025. Id. ¶ 80. 1. The Arbitration Agreement Before becoming an RVP, Plaintiff was promoted to Strategic Account Executive in June 2019. Defendant’s Memorandum of Law in Support of Motion to

Compel Arbitration, ECF No. 9 (the “Motion” or “D. Mem.”) at 9.1 At that time, 0F Plaintiff signed an Arbitration Agreement (the “Arbitration Agreement”) providing: [T]his Agreement is intended to apply to the resolution of disputes that otherwise would be resolved in a court of law or before a forum other than arbitration. This Agreement requires all such disputes to be resolved only by an arbitrator through final and binding arbitration and not by way of court or jury trial. Id. at 9–10. Plaintiff initialed under Paragraph 7, which notified her that her execution of the Arbitration Agreement was voluntary and that she had the option to opt out of arbitration, and signed directly below an acknowledgement that she was forfeiting her right to a trial. Id. at 10–11. Defendant never received an “opt- out” form from Plaintiff as described by Paragraph 7. Id. at 11.

1 Pages cited in court filings refer to the ECF-generated pagination. B. Procedural Background Plaintiff commenced this action on November 21, 2025. ECF No. 1. Defendant moved to compel arbitration and to stay the case on January 23, 2026.

ECF No. 9. Plaintiff opposed the Motion on February 6, 2026, ECF No. 11 (the “Opp.”), and Defendant filed its reply on February 13, 2026, ECF No. 12 (the “Reply”). On February 19, 2026, Plaintiff filed a supplemental letter, ECF No. 13, addressing new authority, to which Defendant responded on February 23, 2026, ECF No. 14. Plaintiff filed another supplemental letter regarding new authority on April 2, 2026, ECF No. 15, to which Defendant responded on April 3, 2026, ECF No. 16.

II. LEGAL STANDARDS A. Motion to Compel Arbitration The Federal Arbitration Act (“FAA”) provides that an agreement to arbitrate disputes is valid “save upon such grounds as exist at law or in equity for the revocation of any contract.” 9 U.S.C. § 2. Courts in this District consider four factors when evaluating whether parties are bound to arbitrate:

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Tricia Lane v. Salesforce, Inc., (S.D.N.Y. 2026).

Tricia Lane v. Salesforce, Inc. (Tricia Lane v. Salesforce, Inc.) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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