Position in CRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,068,891
+$55,087 QoQ
Shares Held
6,823
+25.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#1,192
of 2,451 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LAVELLE CAPITAL LP holds $15,150,602 across 16 Software - Application names. CRM ranks #7 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRSH |
Freshworks Inc.
|
204,175 | $2,066,251 | |
| 2 | BILL |
BILL Holdings, Inc.
|
45,640 | $1,650,342 | |
| 3 | WDAY |
Workday, Inc.
|
11,411 | $1,396,934 | |
| 4 | BL |
Blackline, Inc.
|
49,181 | $1,380,510 | |
| 5 | SMWB |
Similarweb Ltd.
|
202,727 | $1,242,716 | |
| 6 | HUBS |
Hubspot Inc
|
6,388 | $1,165,873 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
6,823 | $1,068,891 | |
| 8 | ALKT |
Alkami Technology, Inc.
|
48,658 | $881,682 |
All Filings in CRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,068,891 | 6,823 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,013,804 | 5,431 | Shares | Sole | 2026-05-28 | |
| No filing history on record for this holder in this stock. | ||||||