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CalPERS to Vote Against Elon Musk’s $1T Tesla Pay Plan Over Risks

CalPERS Opposes Musk’s $1 Trillion Tesla Pay Package as Retail Sentiment Sours Before Shareholder Vote

  • CalPERS, the largest U.S. public pension fund, will vote against Elon Musk’s $1 trillion Tesla pay plan due to concerns about scale and company governance.
  • Major investors and unions are divided on Musk’s compensation proposal, which will go to a shareholder vote on November 6 in Austin.
  • The plan ties Musk’s potential compensation to Tesla’s market value and performance milestones over ten years.
  • Shareholder sentiment is mixed, with some warning of volatility in Tesla’s stock price leading up to the vote.
  • Proxy advisory firms and several public officials oppose the plan, while other large investors and Tesla’s board support it.

CalPERS, the largest public pension fund in the United States, announced it will vote against Elon Musk’s proposed $1 trillion compensation plan at Tesla Inc., citing concerns over its size and potential impact on company control. Shareholders are scheduled to vote on the package at Tesla’s annual meeting on November 6 in Austin.

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The pension fund, which owns about 5 million shares of Tesla, stated that the plan is significantly larger than CEO compensation packages at similar companies and could further consolidate power with Musk. According to a report by Bloomberg, CalPERS remains concerned about Tesla’s governance and accountability. The proposed 10-year package links Musk’s future pay to company milestones in areas such as market capitalization and innovation, potentially raising his stake in Tesla to approximately 25% if all goals are met.

Tesla’s board defends the plan, stating that Musk will only receive compensation if shareholders benefit from extraordinary returns. Chair Robyn Denholm warned that failure to approve the proposal could risk losing Musk’s leadership. On a recent company earnings call, Musk criticized proxy advisers ISS and Glass Lewis, who have recommended voting against the plan.

Other opponents include the New York State Comptroller, New York City Comptroller, and a coalition of unions who pointed to concerns around performance goals and board discretion. The SOC Investment Group has asked Nasdaq to investigate the board’s decisions, while Gerber Kawasaki co-founder Ross Gerber called the package “insanity.”

Supporters of the proposal include the Florida State Board of Administration, which described the plan as performance-driven and likely to drive value. Cathie Wood of Ark Invest predicted strong approval, and Dan Ives of Wedbush Securities said Musk is essential for Tesla’s future.

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Some investors have noted volatility in Tesla’s share price ahead of the vote, predicting movement between $450 and $460 in the run-up. Tesla stock has climbed 14% in 2025. For further details, see the original Bloomberg report here.

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