CWM
Calamos Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Sell |
2,576
-31,832
| -93% | -$8.68M | 0.03% | 204 |
|
|
2025
Q1 | $9.23M | Buy |
34,408
+4,599
| +15% | +$1.23M | 0.46% | 57 |
|
|
2024
Q4 | $9.97M | Buy |
29,809
+26,545
| +813% | +$8.87M | 0.5% | 56 |
|
|
2024
Q3 | $893K | Buy |
3,264
+11
| +0.3% | +$3.01K | 0.05% | 158 |
|
|
2024
Q2 | $836K | Sell |
3,253
-101
| -3% | -$26K | 0.04% | 155 |
|
|
2024
Q1 | $1.01M | Sell |
3,354
-20
| -0.6% | -$6.02K | 0.06% | 143 |
|
|
2023
Q4 | $888K | Sell |
3,374
-38
| -1% | -$10K | 0.06% | 146 |
|
|
2023
Q3 | $692K | Buy |
3,412
+55
| +2% | +$11.2K | 0.05% | 173 |
|
|
2023
Q2 | $709K | Sell |
3,357
-496
| -13% | -$105K | 0.05% | 167 |
|
|
2023
Q1 | $770K | Sell |
3,853
-3,921
| -50% | -$783K | 0.06% | 159 |
|
|
2022
Q4 | $1.03M | Sell |
7,774
-41,291
| -84% | -$5.47M | 0.08% | 136 |
|
|
2022
Q3 | $7.06M | Buy |
49,065
+348
| +0.7% | +$50.1K | 0.61% | 43 |
|
|
2022
Q2 | $8.04M | Buy |
48,717
+1,184
| +2% | +$195K | 0.71% | 38 |
|
|
2022
Q1 | $10.1M | Sell |
47,533
-74
| -0.2% | -$15.7K | 0.75% | 31 |
|
|
2021
Q4 | $12.1M | Buy |
47,607
+240
| +0.5% | +$61K | 0.88% | 24 |
|
|
2021
Q3 | $12.8M | Buy |
47,367
+15,478
| +49% | +$4.2M | 1.04% | 20 |
|
|
2021
Q2 | $7.79M | Sell |
31,889
-1,993
| -6% | -$487K | 0.61% | 39 |
|
|
2021
Q1 | $7.18M | Buy |
33,882
+1,742
| +5% | +$369K | 0.59% | 40 |
|
|
2020
Q4 | $7.15M | Buy |
32,140
+25,729
| +401% | +$5.73M | 0.65% | 36 |
|
|
2020
Q3 | $1.61M | Sell |
6,411
-276
| -4% | -$69.4K | 0.18% | 83 |
|
|
2020
Q2 | $1.25M | Sell |
6,687
-27,977
| -81% | -$5.24M | 0.16% | 92 |
|
|
2020
Q1 | $4.99M | Buy |
34,664
+269
| +0.8% | +$38.7K | 0.76% | 36 |
|
|
2019
Q4 | $5.59M | Buy |
34,395
+34
| +0.1% | +$5.53K | 0.66% | 42 |
|
|
2019
Q3 | $5.1M | Buy |
34,361
+551
| +2% | +$81.8K | 0.68% | 41 |
|
|
2019
Q2 | $5.13M | Sell |
33,810
-629
| -2% | -$95.4K | 0.69% | 39 |
|
|
2019
Q1 | $5.45M | Buy |
34,439
+448
| +1% | +$70.9K | 0.78% | 33 |
|
|
2018
Q4 | $4.66M | Buy |
33,991
+14,693
| +76% | +$2.01M | 0.7% | 39 |
|
|
2018
Q3 | $3.07M | Buy |
19,298
+2,134
| +12% | +$339K | 0.38% | 65 |
|
|
2018
Q2 | $2.34M | Buy |
17,164
+2,337
| +16% | +$319K | 0.29% | 71 |
|
|
2018
Q1 | $1.73M | Sell |
14,827
-286
| -2% | -$33.3K | 0.22% | 79 |
|
|
2017
Q4 | $1.55M | Buy |
15,113
+361
| +2% | +$36.9K | 0.2% | 94 |
|
|
2017
Q3 | $1.38M | Buy |
14,752
+7
| +0% | +$654 | 0.19% | 118 |
|
|
2017
Q2 | $1.28M | Sell |
14,745
-11,523
| -44% | -$998K | 0.18% | 130 |
|
|
2017
Q1 | $2.17M | Sell |
26,268
-7,817
| -23% | -$645K | 0.32% | 91 |
|
|
2016
Q4 | $2.33M | Buy |
34,085
+23,977
| +237% | +$1.64M | 0.38% | 84 |
|
|
2016
Q3 | $721K | Sell |
10,108
-4,161
| -29% | -$297K | 0.12% | 162 |
|
|
2016
Q2 | $1.13M | Sell |
14,269
-1,731
| -11% | -$137K | 0.2% | 146 |
|
|
2016
Q1 | $1.18M | Buy |
16,000
+5,850
| +58% | +$432K | 0.23% | 135 |
|
|
2015
Q4 | $796K | Sell |
10,150
-4,409
| -30% | -$346K | 0.16% | 168 |
|
|
2015
Q3 | $1.01M | Sell |
14,559
-311
| -2% | -$21.6K | 0.24% | 137 |
|
|
2015
Q2 | $1.04M | Buy |
14,870
+166
| +1% | +$11.6K | 0.24% | 138 |
|
|
2015
Q1 | $982K | Sell |
14,704
-535
| -4% | -$35.7K | 0.25% | 138 |
|
|
2014
Q4 | $904K | Sell |
15,239
-248
| -2% | -$14.7K | 0.26% | 136 |
|
|
2014
Q3 | $891K | Buy |
15,487
+45
| +0.3% | +$2.59K | 0.26% | 130 |
|
|
2014
Q2 | $897K | Buy |
15,442
+340
| +2% | +$19.8K | 0.26% | 132 |
|
|
2014
Q1 | $862K | Buy |
15,102
+1,212
| +9% | +$69.2K | 0.26% | 136 |
|
|
2013
Q4 | $767K | Sell |
13,890
-280
| -2% | -$15.5K | 0.24% | 141 |
|
|
2013
Q3 | $736K | Sell |
14,170
-19,614
| -58% | -$1.02M | 0.24% | 130 |
|
|
2013
Q2 | $1.29M | Buy |
+33,784
| New | +$1.29M | 0.46% | 84 |
|