Jefferies Group's CRM Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 26,032 shares of Salesforce, Inc. (CRM) worth $6.9 M, representing 0.04% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 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 41,824 shares. Largest reduction occurred in Q3 2023, reducing 63,249 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +15,990 | Add 159.23% | 26,032 | $264.91 |
| Q3 2025 | +5,111 | Add 103.65% | 10,042 | $237.01 |
| Q2 2025 | -6,255 | Reduce 55.92% | 4,931 | $272.71 |
| Q1 2025 | -27,255 | Reduce 70.90% | 11,186 | $268.36 |
| Q4 2024 | +16,092 | Add 72.00% | 38,441 | $334.33 |
| Q3 2024 | +454 | Add 2.07% | 22,349 | $273.71 |
| Q2 2024 | +19,138 | Add 694.16% | 21,895 | $257.10 |
| Q1 2024 | -30,300 | Reduce 91.66% | 2,757 | $301.18 |
| Q4 2023 | +28,313 | Add 596.82% | 33,057 | $263.14 |
| Q3 2023 | -63,249 | Reduce 93.02% | 4,744 | $202.78 |
| Q2 2023 | -42,358 | Reduce 38.38% | 67,993 | $211.26 |
| Q1 2023 | +41,824 | Add 61.03% | 110,351 | $199.78 |
| Q4 2022 | +68,527 | New Buy | 68,527 | $132.59 |
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 13 quarters since Q4 2022.
Jefferies Group's largest addition to Salesforce, Inc. (CRM) was in Q4 2022, adding 68,527 shares worth $9.09 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 26,032 shares of Salesforce, Inc. (CRM), valued at approximately $6.9 M.
As of the Q4 2025 filing, Salesforce, Inc. (CRM) represents approximately 0.04% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Salesforce, Inc. (CRM) was 110,351 shares, as reported at the end of Q1 2023.