Jim Cramer’s Thoughts on 16 Stocks: Arista, Taiwan Semi, and Big Tech’s AI Spending
In this article, we will look at the stocks that Jim Cramer highlighted as he discussed Big Tech’s AI spending.
Salesforce Inc. (CRM)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 3,891,702 | $726,464,268 | -10% | 0.25% |
| 2. | Diamond Hill Capital Ric Dillon | 1,798,092 | $335,649,834 | +18% | 2.1% |
| 3. | Antipodes Partners Jacob Mitchell | 459,046 | $85,690,117 | +34% | 1.65% |
| 4. | TenCore Partners Girish Kumar | 44,108 | $8,233,640 | -19% | 6.4% |
| 5. | Montaka Global Pty Ltd Andrew Macken And Mff Capital | 38,089 | $7,110,074 | -15% | 4.25% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $194.59 | 2,080 | $404,746.99 | 9,530 | 2026-03-19 | Filing | |
| $194.54 | 491 | $95,519.14 | 7,450 | 2026-03-19 | Filing | |
| $194.62 | 2,570 | $500,178.28 | 13,689 | 2026-03-18 | Filing | |
| $258.64 | 1,936 | $500,722.20 | 10,677 | 2025-12-17 | Filing | |
| $260.58 | 96,000 | $25,015,680.00 | 2,994,509 | 2025-12-05 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $238.70 | 3,893 | $929,275.84 | 7,299 | 2026-01-14 | Filing | |
| $236.17 | 8,647 | $2,042,171.50 | 139,767 | 2025-12-02 | Filing | |
| $235.44 | 57,475 | $13,531,833.54 | 148,414 | 2025-12-02 | Filing | |
| $234.61 | 39,442 | $9,253,542.84 | 205,889 | 2025-12-02 | Filing | |
| $233.25 | 15,873 | $3,702,370.90 | 245,331 | 2025-12-02 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 59,333,776 | $11,075,835,966 | 0.28% | |
| 2. | 19,419,407 | $3,625,020,705 | 0.19% | |
| 3. | 6,813,315 | $1,271,841,510 | 0.19% | |
| 4. | 6,350,886 | $1,185,519,891 | 0.27% | |
| 5. | 5,988,247 | $1,117,826,062 | 0.21% |
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