Jim Cramer Has Reservations About One of These Software Comebacks
On October 1, Jim Cramer discussed Veeva Systems Inc. (NYSE:VEEV) while reviewing the third-quarter recovery in software stocks. He mentioned that he prefers Salesforce, Inc.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Lakehouse Capital Joe Magyer | 37,377 | $10,669 | 9.35% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $276.21 | 321 | $88,662.29 | 7,665 | 2026-10-02 | Filing | |
| $276.53 | 4,520 | $1,249,916.05 | 7,986 | 2026-10-02 | Filing | |
| $265.20 | 1,000 | $265,200.00 | 18,449 | 2026-09-14 | Filing | |
| $261.04 | 750 | $195,780.38 | 3,242 | 2026-09-09 | Filing | |
| $281.33 | 10,000 | $2,813,300.00 | 19,449 | 2026-08-27 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 169,806 | $48,471,122 | 1.85% | |
| 2. | 43,000 | $12,274,350 | 2.32% | |
| 3. | 4,589 | $1,309,930 | 0.1% | |
| 4. | 1,350 | $385,358 | 0.04% | |
| 5. | 1,070 | $305,432 | 0.06% |