Jefferies Financial Group’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.34M Sell
4,931
-6,255
-56% -$1.71M 0.01% 452
2025
Q1
$3M Sell
11,186
-27,255
-71% -$7.31M 0.03% 337
2024
Q4
$12.9M Buy
38,441
+16,092
+72% +$5.38M 0.08% 120
2024
Q3
$6.12M Buy
22,349
+454
+2% +$124K 0.04% 174
2024
Q2
$5.63M Buy
21,895
+19,138
+694% +$4.92M 0.06% 182
2024
Q1
$830K Sell
2,757
-30,300
-92% -$9.13M 0.01% 643
2023
Q4
$8.7M Buy
33,057
+28,313
+597% +$7.45M 0.06% 136
2023
Q3
$962K Sell
4,744
-63,249
-93% -$12.8M 0.01% 534
2023
Q2
$14.4M Sell
67,993
-42,358
-38% -$8.95M 0.13% 61
2023
Q1
$22M Buy
110,351
+41,824
+61% +$8.36M 0.18% 42
2022
Q4
$9.09M Buy
+68,527
New +$9.09M 0.06% 93