Calamos Advisors’s Salesforce CRM Stock Holding History

Calamos Advisors’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$50.5M	Sell	270,364 -6,416	-2%	-$1.33M	0.18%	131
2025 Q4	$73.3M	Buy	276,780 +71,745	+35%	+$17.8M	0.28%	82
2025 Q3	$48.6M	Sell	205,035 -4	-0%	-$1.01K	0.18%	126
2025 Q2	$55.9M	Sell	205,039 -124,489	-38%	-$33.3M	0.22%	102
2025 Q1	$88.4M	Buy	329,528 +33,180	+11%	+$10.3M	0.38%	54
2024 Q4	$99.1M	Buy	296,348 +50,522	+21%	+$16.1M	0.41%	42
2024 Q3	$67.3M	Sell	245,826 -66,235	-21%	-$17M	0.29%	70
2024 Q2	$80.2M	Buy	312,061 +10,818	+4%	+$2.89M	0.36%	50
2024 Q1	$90.7M	Buy	301,243 +18,760	+7%	+$5.41M	0.43%	44
2023 Q4	$74.3M	Sell	282,483 -2,487	-0.9%	-$563K	0.36%	57
2023 Q3	$57.8M	Buy	284,970 +370	+0.1%	+$79.9K	0.3%	79
2023 Q2	$60.1M	Buy	284,600 +141	+0%	+$28.8K	0.3%	77
2023 Q1	$56.8M	Sell	284,459 -51,908	-15%	-$8.77M	0.28%	85
2022 Q4	$44.6M	Sell	336,367 -226,326	-40%	-$33M	0.21%	126
2022 Q3	$80.9M	Sell	562,693 -31,167	-5%	-$5.28M	0.37%	46
2022 Q2	$98M	Buy	593,860 +34,337	+6%	+$6.07M	0.42%	37
2022 Q1	$119M	Buy	559,523 +49,212	+10%	+$10.6M	0.45%	29
2021 Q4	$130M	Sell	510,311 -16,555	-3%	-$4.65M	0.48%	27
2021 Q3	$143M	Buy	526,866 +62,636	+13%	+$15.9M	0.62%	21
2021 Q2	$113M	Buy	464,230 +59,423	+15%	+$13.7M	0.52%	27
2021 Q1	$85.8M	Buy	404,807 +9,540	+2%	+$2.12M	0.47%	31
2020 Q4	$88M	Buy	395,267 +42,898	+12%	+$10.4M	0.51%	30
2020 Q3	$88.6M	Sell	352,369 -14,083	-4%	-$3.08M	0.57%	23
2020 Q2	$68.6M	Sell	366,452 -130,698	-26%	-$22M	0.49%	40
2020 Q1	$71.6M	Sell	497,150 -3,687	-0.7%	-$632K	0.56%	30
2019 Q4	$81.5M	Buy	500,837 +22,561	+5%	+$3.54M	0.4%	61
2019 Q3	$71M	Buy	478,276 +69,394	+17%	+$10.5M	0.39%	63
2019 Q2	$62M	Buy	408,882 +8,705	+2%	+$1.36M	0.34%	73
2019 Q1	$63.4M	Buy	400,177 +931	+0.2%	+$144K	0.4%	64
2018 Q4	$54.7M	Buy	399,246 +23,621	+6%	+$3.25M	0.36%	74
2018 Q3	$59.7M	Buy	375,625 +84,991	+29%	+$12.6M	0.33%	81
2018 Q2	$39.6M	Buy	290,634 +50,672	+21%	+$6.46M	0.24%	113
2018 Q1	$27.9M	Sell	239,962 -105,525	-31%	-$12.1M	0.18%	157
2017 Q4	$35.3M	Sell	345,487 -21,122	-6%	-$2.15M	0.18%	120
2017 Q3	$34.2M	Buy	366,609 +4,751	+1%	+$437K	0.26%	114
2017 Q2	$31.3M	Sell	361,858 -6,249	-2%	-$544K	0.23%	130
2017 Q1	$30.4M	Buy	368,107 +123,492	+50%	+$9.87M	0.24%	120
2016 Q4	$16.7M	Buy	244,615 +158,380	+184%	+$11.5M	0.13%	194
2016 Q3	$6.15M	Sell	86,235 -404,825	-82%	-$31.6M	0.04%	326
2016 Q2	$39M	Sell	491,060 -72,387	-13%	-$5.68M	0.27%	114
2016 Q1	$41.6M	Buy	563,447 +171,108	+44%	+$11.8M	0.28%	115
2015 Q4	$30.8M	Sell	392,339 -382,072	-49%	-$29.8M	0.2%	158
2015 Q3	$53.8M	Buy	774,411 +91,893	+13%	+$6.51M	0.37%	81
2015 Q2	$47.5M	Sell	682,518 -261	-0%	-$18.6K	0.29%	104
2015 Q1	$45.6M	Buy	682,779 +263,507	+63%	+$16.3M	0.29%	109
2014 Q4	$24.9M	Sell	419,272 -46,193	-10%	-$2.72M	0.16%	163
2014 Q3	$26.8M	Sell	465,465 -25,678	-5%	-$1.45M	0.18%	147
2014 Q2	$28.5M	Sell	491,143 -512,045	-51%	-$27.7M	0.18%	146
2014 Q1	$57.3M	Sell	1,003,188 -2,435	-0.2%	-$146K	0.37%	78
2013 Q4	$55.5M	Sell	1,005,623 -90,801	-8%	-$4.86M	0.35%	73
2013 Q3	$56.9M	Sell	1,096,424 -1,499,138	-58%	-$68M	0.36%	76
2013 Q2	$99.1M	Buy	+2,595,562	New	+$107M	0.65%	38

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Calamos Advisors's CRM Position: Q1 2026 in Review

Calamos Advisors reduced its Salesforce (CRM) stake by 2.3% in Q1 2026, selling an estimated $1.33M and leaving 270,364 shares worth $50.5M. The position accounts for 0.18% of the portfolio, ranked #131.

Calamos Advisors first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $143M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Calamos Advisors held 270,364 shares of Salesforce worth $50.5M as of Q1 2026.
Calamos Advisors sold 6,416 Salesforce shares in Q1 2026, an estimated $1.33M.
Salesforce made up 0.18% of Calamos Advisors's portfolio in Q1 2026, its #131 holding.
Calamos Advisors first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
Calamos Advisors's Salesforce position peaked at $143M in Q3 2021.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.