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 | $13.9M | Sell |
96,600
-54,000
| -36% | -$9.16M | 0.12% | 132 |
|
|
2022
Q2 | $24.9M | Buy |
150,600
+79,800
| +113% | +$14.1M | 0.21% | 72 |
|
|
2022
Q1 | $15M | Sell |
70,800
-17,800
| -20% | -$3.83M | 0.09% | 167 |
|
|
2021
Q4 | $22.5M | Buy |
88,600
+12,100
| +16% | +$3.4M | 0.13% | 121 |
|
|
2021
Q3 | $20.7M | Buy |
+76,500
| New | +$19.4M | 0.15% | 120 |
|
|
2020
Q2 | – | Sell |
-21,800
| Closed | -$3.14M | – | 1437 |
|
|
2020
Q1 | $3.14M | Buy |
21,800
+14,600
| +203% | +$2.5M | 0.03% | 484 |
|
|
2019
Q4 | $1.17M | Sell |
7,200
-34,900
| -83% | -$5.47M | 0.01% | 1369 |
|
|
2019
Q3 | $6.25M | Sell |
42,100
-17,200
| -29% | -$2.61M | 0.05% | 406 |
|
|
2019
Q2 | $9M | Sell |
59,300
-19,300
| -25% | -$3.02M | 0.07% | 257 |
|
|
2019
Q1 | $12.4M | Sell |
78,600
-8,700
| -10% | -$1.35M | 0.1% | 162 |
|
|
2018
Q4 | $12M | Buy |
87,300
+65,500
| +300% | +$9.01M | 0.1% | 164 |
|
|
2018
Q3 | $3.47M | Buy |
21,800
+11,400
| +110% | +$1.69M | 0.02% | 707 |
|
|
2018
Q2 | $1.42M | Sell |
10,400
-17,700
| -63% | -$2.26M | 0.01% | 1073 |
|
|
2018
Q1 | $3.27M | Buy |
28,100
+17,900
| +175% | +$2.06M | 0.02% | 646 |
|
|
2017
Q4 | $1.04M | Sell |
10,200
-38,100
| -79% | -$3.88M | ﹤0.01% | 1332 |
|
|
2017
Q3 | $4.51M | Buy |
48,300
+45,000
| +1,364% | +$4.14M | 0.03% | 570 |
|
|
2017
Q2 | $286K | Buy |
+3,300
| New | +$287K | ﹤0.01% | 1887 |
|
|
2017
Q1 | – | Sell |
-52,800
| Closed | -$3.62M | – | 2373 |
|
|
2016
Q4 | $3.62M | Buy |
52,800
+44,100
| +507% | +$3.2M | 0.02% | 697 |
|
|
2016
Q3 | $621K | Buy |
8,700
+5,200
| +149% | +$406K | ﹤0.01% | 1517 |
|
|
2016
Q2 | $278K | Sell |
3,500
-191,800
| -98% | -$15.1M | ﹤0.01% | 1685 |
|
|
2016
Q1 | $14.4M | Buy |
+195,300
| New | +$13.4M | 0.08% | 177 |
|
|
2015
Q3 | – | Sell |
-438,400
| Closed | -$30.5M | – | 2395 |
|
|
2015
Q2 | $30.5M | Buy |
438,400
+388,400
| +777% | +$27.7M | 0.16% | 117 |
|
|
2015
Q1 | $3.34M | Buy |
+50,000
| New | +$3.1M | 0.02% | 566 |
|
|
2014
Q2 | – | Sell |
-33,000
| Closed | -$1.88M | – | 2117 |
|
|
2014
Q1 | $1.88M | Buy |
33,000
+13,000
| +65% | +$777K | 0.02% | 639 |
|
|
2013
Q4 | $1.1M | Buy |
20,000
+10,000
| +100% | +$535K | 0.01% | 783 |
|
|
2013
Q3 | $519K | Sell |
10,000
-5,800
| -37% | -$263K | 0.01% | 1184 |
|
|
2013
Q2 | $603K | Buy |
+15,800
| New | +$652K | 0.01% | 987 |
|
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.