Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,093,016
-$606,987 QoQ
Shares Held
6,977
-23.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,178
of 2,451 holders
Holding Since
Jun 2022
17 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, 2026CallValue
$0
CallShares
0
PutValue
$1,174,950
PutShares
7,500
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, 2026VELA Investment Management, LLC holds $5,753,584 across 5 Software - Application names. CRM ranks #3 (19.0% of the industry book) .
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,093,016 | 6,977 | Shares | Sole | 2026-08-03 | |
| 2026-06-30 | $1,174,950 | 7,500 | Put | Sole | 2026-08-03 | |
| 2026-03-31 | $933,350 | 5,000 | Put | Sole | 2026-05-08 | |
| 2026-03-31 | $1,700,003 | 9,107 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,812,779 | 6,843 | Shares | Sole | 2026-02-02 | |
| 2025-12-31 | $794,730 | 3,000 | Put | Sole | 2026-02-02 | |
| 2025-09-30 | $1,256,100 | 5,300 | Put | Sole | 2025-10-30 | |
| 2025-09-30 | $1,563,489 | 6,597 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $899,877 | 3,300 | Put | Sole | 2025-07-29 | |
| 2025-06-30 | $1,279,461 | 4,692 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,259,145 | 4,692 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,580,712 | 4,728 | Shares | Sole | 2025-02-05 | |
| 2024-12-31 | $1,671,650 | 5,000 | Put | Sole | 2025-02-05 | |
| 2024-09-30 | $1,670,999 | 6,105 | Shares | Sole | 2024-10-29 | |
| 2024-09-30 | $1,231,695 | 4,500 | Put | Sole | 2024-10-29 | |
| 2024-06-30 | $642,750 | 2,500 | Put | Sole | 2024-08-05 | |
| 2024-06-30 | $1,559,311 | 6,065 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,054,130 | 3,500 | Put | Sole | 2024-05-13 | |
| 2024-03-31 | $1,571,858 | 5,219 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,363,854 | 5,183 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,022,011 | 5,040 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,064,750 | 5,040 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,006,891 | 5,040 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $630,730 | 4,757 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $611,463 | 4,251 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $586,222 | 3,552 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||