In this piece, we will look at the stocks Jim Cramer discussed today.
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the latest inflation data. Inflation, along with the labor market, factors into the Federal Reserve’s decision to manipulate interest rates. The latest data showed that prices jumped at 2.9% annually, with the 0.4% monthly gain in August being the largest since January. Cramer commented on how some things “went the wrong way”:
“There are some things, shelter went the wrong way. Energy’s really kind of saving us. It is intriguing to see, when you put the mosaic together, it’s not that hot. But these are intractable things that a lot of people will feel. You know David, when you have these numbers, when it’s shelter, although Manhattan by the way, Manhattan you see that the numbers were down a little. . it reminds me, not the jobless claims, but you have these, it reminds me well this is the high inflation number everybody’s scared of. But, PPI was good, so maybe in the channel you’re going to have some good things.”
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on September 11th.
For these stocks, we also mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
13. Adobe Inc. (NASDAQ:ADBE)
Number of Hedge Fund Holders In Q2 2025: 104
Cramer has started discussing Adobe Inc. (NASDAQ:ADBE) frequently as the firm approached its earnings report today. The shares have lost 20% year-to-date, and in his previous comments, the CNBC TV host has commented that perhaps investor sentiment souring for software-as-a-service (SaaS) stocks is to blame. Here is what Jim Cramer said about Adobe Inc. (NASDAQ:ADBE) ahead of its earnings:
“Yes, and I kept hearing things about, well, if it’s a software-as-a-service system that we have, that would be Adobe. . . you know we’ve been able to develop programs that are very similar. We don’t need that anymore. And I was like, you’re kind of stunned, because you thought you heard that was going to happen but you never thought you’d expect the CEO say. And you know what, these are not as indispensable as we thought!.
“Look, I mean Adobe is one of these companies. . .where they do this enterprise software for software-as-a-service and it has not been, obviously Adobe’s one of those poorly performing stocks. What’s incredible is no one ever says you know what, their stuff is not that good. Their stuff is fabulous. It’s a Lamborghini. It’s fantastic. I have the subscription to it, my daughter has a subscription to it, we love to play with it because it’s the best in the world. And then we go to Canva.
“Well I think that Adobe has to do something . . .They have to explain how they can, just take a longer term view and say look, here’s what we think can’t be AI. Here’s our moat. And even if it brings down the sales, or put out projections. . . You have to explain to people why your business is still relevant in this era. And Adobe I think is struggling because they’ve been, when you’re the best you don’t know what to do. But when you realize that others are cannibalizing you, or going after you, you have to admit it and you have to say how they’re going stay ahead of the posse. And I don’t think they have. I sure hope they do it tonight. Really hope so.”
12. Salesforce, Inc. (NYSE:CRM)
Number of Hedge Fund Holders In Q2 2025: 121
Like Adobe, Salesforce, Inc. (NYSE:CRM) is also a software-as-a-service (SaaS) stock that Jim Cramer has started to frequently discuss lately. He commented on the firm in detail after its latest earnings report. Cramer was somber that while Salesforce, Inc. (NYSE:CRM) was a “great” company, it had unfortunately gotten caught up in the narrative that AI would threaten its business. This time, the CNBC TV host offered some advice to Salesforce, Inc. (NYSE:CRM) CEO Marc Benioff:
“Yes, and I kept hearing things about, well, if it’s a software-as-a-service system that we have, that would be. . .Salesforce, you know we’ve been able to develop programs that are very similar. We don’t need that anymore. And I was like, you’re kind of stunned, because you thought you heard that was going to happen but you never thought you’d expect the CEO say. And you know what, these are not as indispensable as we thought!.
“Well I think that. . .Marc Benioff at Salesforce has to do something. They have to explain how they can, just take a longer term view and say look, here’s what we think can’t be AI. Here’s our moat. . .You have to explain to people why your business is still relevant in this era. And Adobe I think is struggling because they’ve been, when you’re the best you don’t know what to do. But when you realize that others are cannibalizing you, or going after you, you have to admit it and you have to say how they’re going stay ahead of the posse. And I don’t think they have. I sure hope they do it tonight. Really hope so.”
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