Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$40,977,556
-$9,491,291 QoQ
Shares Held
261,570
-3.3% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#215
of 2,465 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Jun 30, 2023CallValue
$5,175,870
CallShares
24,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Calamos Advisors LLC holds $320,229,953 across 21 Software - Application names. CRM ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
190,503 | $49,599,361 | |
| 2 | UBER |
Uber Technologies, Inc
|
626,689 | $45,221,878 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
261,570 | $40,977,556 | |
| 4 | INTU |
Intuit Inc.
|
105,774 | $27,607,014 | |
| 5 | SNOW |
Snowflake Inc.
|
98,212 | $24,994,954 | |
| 6 | NOW |
ServiceNow, Inc.
|
216,325 | $21,476,746 | |
| 7 | ADP |
Automatic Data Processing Inc
|
94,077 | $21,068,544 | |
| 8 | DAVE |
Dave Inc./DE
|
46,156 | $17,197,263 |
All Filings in CRM
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,977,556 | 261,570 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $50,468,847 | 270,364 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $73,321,789 | 276,780 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $48,593,295 | 205,035 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $55,912,084 | 205,039 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $88,432,134 | 329,528 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $99,078,026 | 296,348 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $67,285,034 | 245,826 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $80,230,883 | 312,061 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $90,728,366 | 301,243 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $74,332,576 | 282,483 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $57,786,216 | 284,970 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $5,175,870 | 24,500 | Call | Sole | 2023-07-28 | |
| 2023-06-30 | $60,124,596 | 284,600 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $56,829,219 | 284,459 | Shares | Sole | 2023-05-04 | |
| 2023-03-31 | $399,560 | 2,000 | Put | Sole | 2023-05-04 | |
| 2022-12-31 | $44,598,900 | 336,367 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $80,937,761 | 562,693 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $98,010,654 | 593,860 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $118,797,923 | 559,523 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $129,685,334 | 510,311 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $142,896,596 | 526,866 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $113,397,462 | 464,230 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $85,766,459 | 404,807 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $87,958,765 | 395,267 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $88,557,377 | 352,369 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $68,647,453 | 366,452 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $71,579,657 | 497,150 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||