Position in CRM
as of Mar 31, 2026
· filed May 28, 2026
Position Value
$1,013,804
New position
Shares Held
5,431
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Software - Application
Technology · as of Mar 31, 2026LAVELLE CAPITAL LP holds $16,134,647 across 16 Software - Application names. CRM ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
24,890 | $3,106,272 | |
| 2 | BILL |
BILL Holdings, Inc.
|
45,640 | $1,748,012 | |
| 3 | HUBS |
Hubspot Inc
|
6,388 | $1,559,310 | |
| 4 | FRSH |
Freshworks Inc.
|
151,550 | $1,216,946 | |
| 5 | FROG |
JFrog Ltd
|
22,290 | $1,046,069 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
5,431 | $1,013,804 | |
| 7 | KVYO |
Klaviyo, Inc.
|
51,100 | $994,406 | |
| 8 | WDAY |
Workday, Inc.
|
7,140 | $927,628 |
All Filings in CRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,013,804 | 5,431 | Shares | Sole | 2026-05-28 | |
| No filing history on record for this holder in this stock. | ||||||