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 | $2.75M | Sell |
19,100
-26,400
| -58% | -$4.48M | 0.02% | 504 |
|
|
2022
Q2 | $7.51M | Sell |
45,500
-44,600
| -50% | -$7.88M | 0.06% | 258 |
|
|
2022
Q1 | $19.1M | Sell |
90,100
-37,800
| -30% | -$8.14M | 0.12% | 131 |
|
|
2021
Q4 | $32.5M | Sell |
127,900
-42,500
| -25% | -$11.9M | 0.19% | 82 |
|
|
2021
Q3 | $46.2M | Buy |
170,400
+31,400
| +23% | +$7.97M | 0.34% | 42 |
|
|
2021
Q2 | $34M | Buy |
+139,000
| New | +$32M | 0.21% | 69 |
|
|
2020
Q2 | – | Sell |
-28,900
| Closed | -$4.16M | – | 1436 |
|
|
2020
Q1 | $4.16M | Buy |
28,900
+15,600
| +117% | +$2.67M | 0.05% | 381 |
|
|
2019
Q4 | $2.16M | Buy |
13,300
+4,700
| +55% | +$737K | 0.02% | 998 |
|
|
2019
Q3 | $1.28M | Sell |
8,600
-10,000
| -54% | -$1.52M | 0.01% | 1359 |
|
|
2019
Q2 | $2.82M | Sell |
18,600
-88,500
| -83% | -$13.9M | 0.02% | 749 |
|
|
2019
Q1 | $17M | Sell |
107,100
-73,900
| -41% | -$11.5M | 0.14% | 103 |
|
|
2018
Q4 | $24.8M | Buy |
181,000
+136,800
| +310% | +$18.8M | 0.2% | 72 |
|
|
2018
Q3 | $7.03M | Buy |
44,200
+27,700
| +168% | +$4.11M | 0.05% | 402 |
|
|
2018
Q2 | $2.25M | Sell |
16,500
-90,100
| -85% | -$11.5M | 0.01% | 834 |
|
|
2018
Q1 | $12.4M | Buy |
106,600
+74,000
| +227% | +$8.5M | 0.07% | 206 |
|
|
2017
Q4 | $3.33M | Sell |
32,600
-60,600
| -65% | -$6.18M | 0.02% | 731 |
|
|
2017
Q3 | $8.71M | Buy |
+93,200
| New | +$8.57M | 0.06% | 319 |
|
|
2017
Q2 | – | Sell |
-400
| Closed | -$33K | – | 2233 |
|
|
2017
Q1 | $33K | Sell |
400
-5,900
| -94% | -$471K | ﹤0.01% | 2221 |
|
|
2016
Q4 | $431K | Buy |
6,300
+5,600
| +800% | +$406K | ﹤0.01% | 1645 |
|
|
2016
Q3 | $50K | Sell |
700
-291,800
| -100% | -$22.8M | ﹤0.01% | 2092 |
|
|
2016
Q2 | $23.2M | Buy |
292,500
+110,100
| +60% | +$8.64M | 0.11% | 111 |
|
|
2016
Q1 | $13.5M | Sell |
182,400
-447,800
| -71% | -$30.8M | 0.08% | 193 |
|
|
2015
Q4 | $49.4M | Buy |
+630,200
| New | +$49.2M | 0.28% | 59 |
|
|
2015
Q3 | – | Sell |
-47,400
| Closed | -$3.3M | – | 2394 |
|
|
2015
Q2 | $3.3M | Buy |
+47,400
| New | +$3.37M | 0.02% | 689 |
|
|
2015
Q1 | – | Sell |
-50,000
| Closed | -$2.97M | – | 2127 |
|
|
2014
Q4 | $2.97M | Sell |
50,000
-13,300
| -21% | -$784K | 0.02% | 577 |
|
|
2014
Q3 | $3.64M | Buy |
+63,300
| New | +$3.57M | 0.02% | 522 |
|
|
2014
Q2 | – | Sell |
-166,000
| Closed | -$9.48M | – | 2116 |
|
|
2014
Q1 | $9.48M | Buy |
166,000
+53,800
| +48% | +$3.22M | 0.09% | 174 |
|
|
2013
Q4 | $6.19M | Sell |
112,200
-4,300
| -4% | -$230K | 0.04% | 266 |
|
|
2013
Q3 | $6.05M | Sell |
116,500
-1,500
| -1% | -$68.1K | 0.06% | 283 |
|
|
2013
Q2 | $4.5M | Buy |
+118,000
| New | +$4.87M | 0.05% | 276 |
|
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.