Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$884,659
-$114,241 QoQ
Shares Held
5,647
+12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,280
of 2,451 holders
Holding Since
Sep 2020
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Mar 31, 2023CallValue
$0
CallShares
0
PutValue
$998,900
PutShares
5,000
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, 2026Lavaca Capital LLC holds $2,126,643 across 9 Software - Application names. CRM ranks #1 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
5,647 | $884,659 | |
| 2 | VIA |
Via Transportation, Inc.
|
41,627 | $755,113 | |
| 3 | CXM |
Sprinklr, Inc.
|
67,655 | $349,099 | |
| 4 | ADP |
Automatic Data Processing Inc
|
366 | $81,965 | |
| 5 | SAP |
Sap SE
|
100 | $15,411 | |
| 6 | ADBE |
Adobe Inc.
|
74 | $15,171 | |
| 7 | SPSC |
Sps Commerce Inc
|
230 | $13,149 | |
| 8 | UBER |
Uber Technologies, Inc
|
100 | $7,216 |
All Filings in CRM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $884,659 | 5,647 | Shares | Sole | 2026-08-14 | |
| 2023-03-31 | $998,900 | 5,000 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $998,900 | 5,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $662,950 | 5,000 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $662,950 | 5,000 | Put | Sole | 2023-02-14 | |
| 2022-09-30 | $1,452,784 | 10,100 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $1,452,784 | 10,100 | Put | Sole | 2022-11-14 | |
| 2022-06-30 | $1,742,822 | 10,560 | Shares | Sole | 2022-08-12 | |
| 2022-06-30 | $1,666,904 | 10,100 | Put | Sole | 2022-08-12 | |
| 2022-03-31 | $4,209,031 | 19,824 | Shares | Sole | 2022-05-13 | |
| 2022-03-31 | $2,314,288 | 10,900 | Put | Sole | 2022-05-13 | |
| 2020-09-30 | $216,637 | 862 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||