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
2026
Q2 		$1.02M Buy
+6,500
New +$1.14M 0.01% 959
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Jefferies Financial Group's CRM Position: Q2 2026 in Review

Jefferies Financial Group increased its Salesforce (CRM) stake by 21% in Q2 2026, buying an estimated $462K and bringing the position to 15,143 shares worth $2.37M. The position accounts for 0.02% of the portfolio, ranked #629.

Jefferies Financial Group first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $22M in Q1 2023. 2,492 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Jefferies Financial Group held 15,143 shares of Salesforce worth $2.37M as of Q2 2026.
  • Jefferies Financial Group bought 2,625 Salesforce shares in Q2 2026, an estimated $462K.
  • Salesforce made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #629 holding.
  • Jefferies Financial Group first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Jefferies Financial Group's Salesforce position peaked at $22M in Q1 2023.
  • 2,492 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.