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
2023 Q2	–	Sell	-2,000	Closed	-$265K	–	1013
2023 Q1	$265K	Buy	+2,000	New	+$338K	﹤0.01%	876
2019 Q3	–	Sell	-231,500	Closed	-$35.1M	–	756
2019 Q2	$35.1M	Sell	231,500 -66,000	-22%	-$10.3M	0.2%	155
2019 Q1	$47.1M	Buy	+297,500	New	+$46.1M	0.29%	99
2017 Q4	–	Sell	-359,800	Closed	-$319K	–	608
2017 Q3	$319K	Buy	359,800 +59,800	+20%	+$5.5M	﹤0.01%	563
2017 Q2	$26M	Buy	+300,000	New	+$26.1M	0.19%	156

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Calamos Advisors's CRM Position: Q2 2026 in Review

Calamos Advisors reduced its Salesforce (CRM) stake by 3.3% in Q2 2026, selling an estimated $1.55M and leaving 261,570 shares worth $41M. The position accounts for 0.14% of the portfolio, ranked #157.

Calamos Advisors first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $143M in Q3 2021. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Calamos Advisors held 261,570 shares of Salesforce worth $41M as of Q2 2026.
Calamos Advisors sold 8,794 Salesforce shares in Q2 2026, an estimated $1.55M.
Salesforce made up 0.14% of Calamos Advisors's portfolio in Q2 2026, its #157 holding.
Calamos Advisors first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
Calamos Advisors's Salesforce position peaked at $143M in Q3 2021.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.