Jefferies Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $10.7M | Buy |
74,346
+19,168
| +35% | +$3.25M | 0.09% | 173 |
|
|
2022
Q2 | $9.11M | Sell |
55,178
-25,513
| -32% | -$4.51M | 0.08% | 212 |
|
|
2022
Q1 | $17.1M | Buy |
80,691
+22,637
| +39% | +$4.87M | 0.11% | 147 |
|
|
2021
Q4 | $14.8M | Sell |
58,054
-14,796
| -20% | -$4.16M | 0.09% | 194 |
|
|
2021
Q3 | $19.8M | Sell |
72,850
-32,111
| -31% | -$8.15M | 0.14% | 128 |
|
|
2021
Q2 | $25.6M | Buy |
104,961
+84,304
| +408% | +$19.4M | 0.16% | 91 |
|
|
2021
Q1 | $4.38M | Sell |
20,657
-23,746
| -53% | -$5.29M | 0.04% | 425 |
|
|
2020
Q4 | $9.88M | Buy |
44,403
+34,634
| +355% | +$8.42M | 0.08% | 220 |
|
|
2020
Q3 | $2.46M | Sell |
9,769
-40,349
| -81% | -$8.83M | 0.03% | 496 |
|
|
2020
Q2 | $9.39K | Buy |
50,118
+44,099
| +733% | +$7.43M | 0.11% | 153 |
|
|
2020
Q1 | $867K | Sell |
6,019
-10,727
| -64% | -$1.84M | 0.01% | 1080 |
|
|
2019
Q4 | $2.72M | Sell |
16,746
-57,845
| -78% | -$9.07M | 0.02% | 862 |
|
|
2019
Q3 | $11.1M | Buy |
74,591
+7,601
| +11% | +$1.16M | 0.09% | 189 |
|
|
2019
Q2 | $10.2M | Buy |
66,990
+52,781
| +371% | +$8.27M | 0.07% | 223 |
|
|
2019
Q1 | $2.25M | Sell |
14,209
-52,961
| -79% | -$8.21M | 0.02% | 855 |
|
|
2018
Q4 | $9.2M | Buy |
67,170
+66,492
| +9,807% | +$9.15M | 0.08% | 208 |
|
|
2018
Q3 | $108K | Buy |
678
+363
| +115% | +$53.9K | ﹤0.01% | 2210 |
|
|
2018
Q2 | $43K | Sell |
315
-177,478
| -100% | -$22.6M | ﹤0.01% | 2202 |
|
|
2018
Q1 | $20.7M | Sell |
177,793
-111,337
| -39% | -$12.8M | 0.11% | 112 |
|
|
2017
Q4 | $29.6M | Buy |
289,130
+252,440
| +688% | +$25.7M | 0.14% | 84 |
|
|
2017
Q3 | $3.43M | Buy |
+36,690
| New | +$3.38M | 0.02% | 682 |
|
|
2017
Q2 | – | Sell |
-10,503
| Closed | -$915K | – | 2234 |
|
|
2017
Q1 | $866K | Sell |
10,503
-35,923
| -77% | -$2.87M | 0.01% | 1356 |
|
|
2016
Q4 | $3.18M | Buy |
46,426
+17,013
| +58% | +$1.23M | 0.02% | 746 |
|
|
2016
Q3 | $2.1M | Sell |
29,413
-23,856
| -45% | -$1.86M | 0.01% | 914 |
|
|
2016
Q2 | $4.23M | Buy |
53,269
+33,575
| +170% | +$2.64M | 0.02% | 551 |
|
|
2016
Q1 | $1.45M | Buy |
19,694
+19,618
| +25,813% | +$1.35M | 0.01% | 987 |
|
|
2015
Q4 | $6K | Sell |
76
-71,356
| -100% | -$5.57M | ﹤0.01% | 2210 |
|
|
2015
Q3 | $4.96M | Sell |
71,432
-15,202
| -18% | -$1.08M | 0.03% | 495 |
|
|
2015
Q2 | $6.03M | Buy |
86,634
+46,577
| +116% | +$3.32M | 0.03% | 444 |
|
|
2015
Q1 | $2.68M | Sell |
40,057
-52,581
| -57% | -$3.26M | 0.01% | 642 |
|
|
2014
Q4 | $5.49M | Buy |
92,638
+81,445
| +728% | +$4.8M | 0.03% | 398 |
|
|
2014
Q3 | $644K | Sell |
11,193
-22,844
| -67% | -$1.29M | ﹤0.01% | 1215 |
|
|
2014
Q2 | $1.98M | Buy |
34,037
+4,952
| +17% | +$267K | 0.02% | 639 |
|
|
2014
Q1 | $1.66M | Buy |
29,085
+17,294
| +147% | +$1.03M | 0.02% | 690 |
|
|
2013
Q4 | $651K | Sell |
11,791
-37,383
| -76% | -$2M | ﹤0.01% | 1023 |
|
|
2013
Q3 | $2.55M | Buy |
49,174
+25,010
| +104% | +$1.14M | 0.02% | 521 |
|
|
2013
Q2 | $922K | Buy |
+24,164
| New | +$997K | 0.01% | 815 |
|
Other funds holding CRM
Jefferies Group's CRM Position: Q3 2022 in Review
Jefferies Group increased its Salesforce (CRM) stake by 35% in Q3 2022, buying an estimated $3.25M and bringing the position to 74,346 shares worth $10.7M. The position accounts for 0.09% of the portfolio, ranked #173.
Jefferies Group first reported a position in CRM in Q2 2013 and has held it in 37 quarters since. The position peaked at $29.6M in Q4 2017. 2,055 funds tracked by Wall St. Rank hold CRM as of Q3 2022.
- Jefferies Group held 74,346 shares of Salesforce worth $10.7M as of Q3 2022.
- Jefferies Group bought 19,168 Salesforce shares in Q3 2022, an estimated $3.25M.
- Salesforce made up 0.09% of Jefferies Group's portfolio in Q3 2022, its #173 holding.
- Jefferies Group first reported a position in Salesforce in Q2 2013 and has held it in 37 quarters since.
- Jefferies Group's Salesforce position peaked at $29.6M in Q4 2017.
- 2,055 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.
Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.