Calamos Wealth Management LLC Salesforce, Inc. Transaction History

Calamos Wealth Management LLC

  • $2.63 Billion
  • Q3 2025

A detailed history of Calamos Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Calamos Wealth Management LLC holds 3,059 shares of CRM stock, worth $777,842. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,059
Previous 2,576 18.75%
Holding current value
$777,842
Previous $702,000 3.13%
% of portfolio
0.03%
Previous 0.03%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$231.66 - $273.65 $111,891 - $132,172
483 Added 18.75%
3,059 $724,000
Q2 2025

Jul 29, 2025
SELL
$236.26 - $291.15 $7.52 Million - $9.27 Million
-31,832 Reduced 92.51%
2,576 $702,000
Q1 2025

Apr 28, 2025
BUY
$268.36 - $359.95 $1.23 Million - $1.66 Million
4,599 Added 15.43%
34,408 $9.23 Million
Q4 2024

Jan 24, 2025
BUY
$270.87 - $367.87 $7.19 Million - $9.77 Million
26,545 Added 813.27%
29,809 $9.97 Million
Q3 2024

Nov 12, 2024
BUY
$238.42 - $276.53 $2,622 - $3,041
11 Added 0.34%
3,264 $893,000
Q2 2024

Jul 25, 2024
SELL
$218.01 - $304.74 $22,019 - $30,778
-101 Reduced 3.01%
3,253 $836,000
Q1 2024

May 08, 2024
SELL
$251.12 - $316.88 $5,022 - $6,337
-20 Reduced 0.59%
3,354 $1.01 Million
Q4 2023

Jan 31, 2024
SELL
$196.25 - $267.25 $7,457 - $10,155
-38 Reduced 1.11%
3,374 $887,000
Q3 2023

Oct 25, 2023
BUY
$202.49 - $234.37 $11,136 - $12,890
55 Added 1.64%
3,412 $691,000
Q2 2023

Jul 28, 2023
SELL
$188.89 - $223.38 $93,689 - $110,796
-496 Reduced 12.87%
3,357 $709,000
Q1 2023

May 03, 2023
SELL
$134.8 - $199.78 $528,550 - $783,337
-3,921 Reduced 50.44%
3,853 $769,000
Q4 2022

Jan 25, 2023
SELL
$128.21 - $165.27 $5.29 Million - $6.82 Million
-41,291 Reduced 84.16%
7,774 $0
Q3 2022

Oct 24, 2022
BUY
$143.84 - $191.27 $50,056 - $66,561
348 Added 0.71%
49,065 $7.06 Million
Q2 2022

Aug 01, 2022
BUY
$155.6 - $218.85 $184,230 - $259,118
1,184 Added 2.49%
48,717 $8.04 Million
Q1 2022

May 03, 2022
SELL
$190.54 - $255.46 $14,099 - $18,904
-74 Reduced 0.16%
47,533 $10.1 Million
Q4 2021

Feb 01, 2022
BUY
$247.21 - $309.96 $59,330 - $74,390
240 Added 0.51%
47,607 $12.1 Million
Q3 2021

Oct 26, 2021
BUY
$237.55 - $285.63 $3.68 Million - $4.42 Million
15,478 Added 48.54%
47,367 $12.8 Million
Q2 2021

Jul 22, 2021
SELL
$210.54 - $246.26 $419,606 - $490,796
-1,993 Reduced 5.88%
31,889 $7.79 Million
Q1 2021

Apr 12, 2021
BUY
$205.33 - $248.59 $357,684 - $433,043
1,742 Added 5.42%
33,882 $7.18 Million
Q4 2020

Jan 27, 2021
BUY
$220.15 - $267.07 $5.66 Million - $6.87 Million
25,729 Added 401.33%
32,140 $7.15 Million
Q3 2020

Oct 26, 2020
SELL
$185.51 - $281.25 $51,200 - $77,625
-276 Reduced 4.13%
6,411 $1.61 Million
Q2 2020

Jul 27, 2020
SELL
$134.06 - $191.65 $3.75 Million - $5.36 Million
-27,977 Reduced 80.71%
6,687 $1.25 Million
Q1 2020

Apr 28, 2020
BUY
$124.3 - $193.36 $33,436 - $52,013
269 Added 0.78%
34,664 $4.99 Million
Q4 2019

Jan 15, 2020
BUY
$142.33 - $164.98 $4,839 - $5,609
34 Added 0.1%
34,395 $5.59 Million
Q3 2019

Oct 21, 2019
BUY
$139.72 - $159.97 $76,985 - $88,143
551 Added 1.63%
34,361 $5.1 Million
Q2 2019

Aug 07, 2019
SELL
$145.1 - $165.96 $91,267 - $104,388
-629 Reduced 1.83%
33,810 $5.13 Million
Q1 2019

Apr 12, 2019
BUY
$130.4 - $166.95 $58,419 - $74,793
448 Added 1.32%
34,439 $5.45 Million
Q4 2018

Jan 24, 2019
BUY
$120.67 - $159.86 $1.77 Million - $2.35 Million
14,693 Added 76.14%
33,991 $4.66 Million
Q3 2018

Oct 22, 2018
BUY
$137.15 - $160.43 $292,678 - $342,357
2,134 Added 12.43%
19,298 $3.07 Million
Q2 2018

Jul 17, 2018
BUY
$115.3 - $139.8 $269,456 - $326,712
2,337 Added 15.76%
17,164 $2.34 Million
Q1 2018

Apr 13, 2018
SELL
$104.03 - $127.99 $29,752 - $36,605
-286 Reduced 1.89%
14,827 $1.73 Million
Q4 2017

Feb 13, 2018
BUY
$93.94 - $108.8 $33,912 - $39,276
361 Added 2.45%
15,113 $1.55 Million
Q3 2017

Oct 25, 2017
BUY
$87.63 - $97.71 $613 - $683
7 Added 0.05%
14,752 $1.38 Million
Q2 2017

Aug 09, 2017
BUY
N/A
14,745
14,745 $1.28 Million

Others Institutions Holding CRM

# of Institutions
3,396
Shares Held
776M
Call Options Held
18.8M
Put Options Held
18.3M
View Full List

About Salesforce, Inc.

CRM Quotes by TradingView
  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $254B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
Track This Portfolio

Track Calamos Wealth Management LLC Portfolio

Follow Calamos Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Calamos Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Calamos Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email