Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$835,467
-$197,004 QoQ
Shares Held
5,333
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,304
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Calamos Wealth Management LLC holds $52,621,640 across 9 Software - Application names. CRM ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
79,986 | $20,825,154 | |
| 2 | SNOW |
Snowflake Inc.
|
47,402 | $12,063,809 | |
| 3 | UBER |
Uber Technologies, Inc
|
138,551 | $9,997,840 | |
| 4 | NOW |
ServiceNow, Inc.
|
45,462 | $4,513,467 | |
| 5 | ADP |
Automatic Data Processing Inc
|
10,640 | $2,382,828 | |
| 6 | SHOP |
Shopify Inc.
|
8,295 | $947,123 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
5,333 | $835,467 | |
| 8 | INTU |
Intuit Inc.
|
2,858 | $745,938 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $835,467 | 5,333 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,032,471 | 5,531 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,570,916 | 5,930 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $724,983 | 3,059 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $702,449 | 2,576 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $9,233,730 | 34,408 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $9,966,042 | 29,809 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $893,389 | 3,264 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $836,346 | 3,253 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,010,157 | 3,354 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $887,834 | 3,374 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $691,885 | 3,412 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $709,199 | 3,357 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $769,752 | 3,853 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,030,754 | 7,774 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $7,057,509 | 49,065 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $8,040,253 | 48,717 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $10,092,206 | 47,533 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $12,098,366 | 47,607 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $12,846,877 | 47,367 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $7,789,526 | 31,889 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $7,178,579 | 33,882 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $7,152,114 | 32,140 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,611,212 | 6,411 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,252,675 | 6,687 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $4,990,922 | 34,664 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||