JFG
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Jefferies Financial Group’s Salesforce CRM Stock Holding History

Jefferies Financial Group’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-17,500
Closed -$3.7M – 1660
2023
Q2 		$3.7M Sell
17,500
-72,500
-81% -$14.8M 0.03% 441
2023
Q1 		$18M Hold
90,000
– – 0.15% 123
2022
Q4 		$11.9M Buy
+90,000
New +$13.1M 0.08% 192

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jefferies Financial Group's CRM Position: Q1 2026 in Review

Jefferies Financial Group reduced its Salesforce (CRM) stake by 52% in Q1 2026, selling an estimated $2.8M and leaving 12,518 shares worth $2.34M. The position accounts for 0.02% of the portfolio, ranked #586.

Jefferies Financial Group first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $22M in Q1 2023. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Jefferies Financial Group held 12,518 shares of Salesforce worth $2.34M as of Q1 2026.
  • Jefferies Financial Group sold 13,514 Salesforce shares in Q1 2026, an estimated $2.8M.
  • Salesforce made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #586 holding.
  • Jefferies Financial Group first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's Salesforce position peaked at $22M in Q1 2023.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.