Jefferies Group's CRM Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 10.0K shares of Salesforce, Inc. (CRM) worth $2.38 M, representing 0.01% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in CRM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 41.8K shares. Largest reduction occurred in Q3 2023, reducing 63.2K shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Salesforce (CRM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Salesforce (CRM) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +68,527 | New Buy | 68,527 | $132.59 |
| Q1 2023 | +41,824 | Add 61.03% | 110,351 | $199.78 |
| Q2 2023 | -42,358 | Reduce 38.38% | 67,993 | $211.26 |
| Q3 2023 | -63,249 | Reduce 93.02% | 4,744 | $202.78 |
| Q4 2023 | +28,313 | Add 596.82% | 33,057 | $263.14 |
| Q1 2024 | -30,300 | Reduce 91.66% | 2,757 | $301.18 |
| Q2 2024 | +19,138 | Add 694.16% | 21,895 | $257.10 |
| Q3 2024 | +454 | Add 2.07% | 22,349 | $273.71 |
| Q4 2024 | +16,092 | Add 72.00% | 38,441 | $334.33 |
| Q1 2025 | -27,255 | Reduce 70.90% | 11,186 | $268.36 |
| Q2 2025 | -6,255 | Reduce 55.92% | 4,931 | $272.71 |
| Q3 2025 | +5,111 | Add 103.65% | 10,042 | $237.01 |
Jefferies Group's Salesforce Investment FAQs
Jefferies Group first purchased Salesforce, Inc. (CRM) in Q4 2022, acquiring 68,527 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Salesforce, Inc. (CRM) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Salesforce, Inc. (CRM) was in Q4 2022, adding 68,527 shares worth $9.09 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 10,042 shares of Salesforce, Inc. (CRM), valued at approximately $2.38 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Salesforce, Inc. (CRM) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in Salesforce, Inc. (CRM) was 110,351 shares, as reported at the end of Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.