Jim Cramer Looked at 17 Stocks, Including Microsoft, CrowdStrike, and Salesforce

In this article, we will look at the stocks Jim Cramer looked at as he discussed the recent bounce in software stocks. The host of CNBC’s Mad Money said Monday that software stocks are in the middle of a rebound after taking heavy losses tied to fears around artificial intelligence.

If history teaches us anything, any stock can bounce. Today, we saw a bounce in the software stocks that have been crushed by the idea, and in some cases, only the idea, that they will be annihilated by artificial intelligence. They’ve been dragged down because they’re all represented in the silly iShares software ETF, the IGV, which has been used and abused to bet against anything even tangentially related to software… Now, once the street sees that these stocks are rallying, you’ll hear their analyst cheerleaders come out and bull them up. That’s the nature of stocks that get crushed. They get sold and sold and sold until they’re oversold, and then they bounce for reasons that are not readily accessible. Next thing you know, the analysts come out of their foxholes, and they fire for effect. It works.

READ ALSO Why Jim Cramer Stands by Defense Sector and 19 Stock Calls and Jim Cramer’s Game Plan for 12 Stocks and His Take on the Market Post Iran-U.S. Ceasefire Talks

Cramer advised investors who are thinking about exiting these positions not to rush, and suggested they wait for the rebound to play out because the move higher could be significant. Cramer also said he has been thinking through the broader AI narrative and believes it would be useful to separate software companies into clearer categories: those being disrupted by AI, those benefiting from it, and those largely unaffected.

If we do that, we can identify opportunities, stocks that have been knocked down as collateral damage, even as their businesses won’t be disrupted at all or will be turbocharged. Those are the ones that can return to their old levels.

Our Methodology

For this article, we compiled a list of 17 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 13. We listed the stocks in the order that Cramer mentioned them.

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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).

Jim Cramer Looked at 17 Stocks, Including Microsoft, CrowdStrike, and Salesforce

17. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) was among the stocks Jim Cramer looked at as he discussed the recent bounce in software stocks. Cramer highlighted the impact of AI on the stock, as he said:

Then there are the two stocks of companies that shouldn’t even be grouped with the rest of the software industry at all. What are they doing in the index? The cybersecurity companies, CrowdStrike and Palo Alto Networks. They have nothing to do with traditional software at all, and the businesses are actually turbocharged by AI. That’s right. AI isn’t gobbling them; it’s supporting them, because it creates so many new vulnerabilities that hackers could exploit. That’s why CrowdStrike stock was up 6% today, Palo Alto, plus 4.35%. But they’re well off their highs, nowhere near them.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cloud-based cybersecurity solutions. The company offers protection for endpoints, cloud systems, identities, and data. During the April 7 episode, Cramer highlighted the company’s partnership with Anthropic. He commented:

Oh, and for weeks, I’ve been hearing the drumbeat that CrowdStrike would be destroyed by Anthropic. But today, Anthropic announced a partnership with CrowdStrike as well as Palo Alto Networks and some others called Project Glass Wing to protect Anthropic users. Anthropic needs CrowdStrike. It doesn’t seek to wipe it out. Hence why CrowdStrike rallied 24 points, and I think there’s a lot more ahead there, too.

16. Oracle Corporation (NYSE:ORCL)

Oracle Corporation (NYSE:ORCL) was among the stocks Jim Cramer looked at as he discussed the recent bounce in software stocks. Cramer noted the stock’s fall and rise over the recent months, as he remarked:

Oracle, the builder of so many data centers, an iconic enterprise software play, jumped nearly 13% today, which is a healthy sign given the previous trajectory. Stock’s been pretty much straight down from $345 to $145. Almost a complete round trip from when it announced it was going into the data center business in the first place. Again, some parts of Oracle are disruptable, others aren’t.

Oracle Corporation (NYSE:ORCL) provides cloud and on-premise software, databases, and IT infrastructure to help businesses manage operations. Cramer called it “one of the hardest stocks to value” during the April 10 episode, as he commented:

This is a very, very tough one. It’s one of the hardest stocks to value because we don’t know exactly what their balance sheet’s going to look like. They are, they plunged into the data center build at a time when I think a lot of people were saying maybe it was not a great call. I want to see the quarter. I know it doesn’t happen till June, but I just don’t like what I see developing away from Oracle that makes me feel like that they are the guys I want to bank on. That’s the problem. I mean, I saw CoreWeave today. Those guys are so, so good, and even though that stock’s up a lot, I actually like that one more than I like Oracle.

15. Salesforce, Inc. (NYSE:CRM)

Salesforce, Inc. (NYSE:CRM) was among the stocks Jim Cramer looked at as he discussed the recent bounce in software stocks. Cramer highlighted the company’s stock repurchase plan, as he said:

Salesforce is fighting back, too, with a $50 billion buyback and half of that being done on an accelerated repurchase basis. This buyback should not be ignored; it represents one-third of the company’s stock at these levels. Stock finished up $7.86 today, or 4.7%, but it’s still down 34% for the year. Both ServiceNow and Salesforce have some businesses that should be disruptable and others that aren’t. If you have any division, though, that is disruptable right now, Wall Street is merciless to your stock.

Salesforce, Inc. (NYSE:CRM) provides CRM-focused tools that help businesses manage customer interactions, use AI agents, analyze data, collaborate, and run marketing, commerce, and field service operations. Cramer addressed the AI worries around the stock during the April 8 episode, as he stated:

Then we have the killer, the one that matches up with the biggest losers in the Nasdaq, Salesforce, down almost 4%. Jeez, you’d think that this enterprise software stock could catch a break. I think it has the best agentic software that allows ersatz people to come alive, answer questions flawlessly. Also has a modern way to communicate with Slack. But Salesforce has a bunch of silos that have software as a service models and anything in that space is considered guilty until proven innocent, thanks to the rise of AI, even if it makes no sense at all.

I want you to think of it like this: If companies are paying by the worker for software-as-a-service, and AI allows them to have fewer workers, then you have to say to yourself, how can Salesforce make as much money as it used to? I get that. Plus, who knows if Anthropic can help you code a Salesforce knockoff with lightning speed? I get that. I just don’t know how existential it really is.

14. ServiceNow, Inc. (NYSE:NOW)

ServiceNow, Inc. (NYSE:NOW) was among the stocks Jim Cramer looked at recently, as he discussed the recent bounce in software stocks. Cramer noted it as a “chronic underperformer” during the episode, as he commented:

ServiceNow’s finally in the black for the day. It’s got an expanded buyback, and the CEO bought a ton of stock at a much higher price. It’s been a chronic underperformer; it’s still down 42% for the year. It can go higher… Both ServiceNow and Salesforce have some businesses that should be disruptable and others that aren’t. If you have any division, though, that is disruptable right now, Wall Street is merciless to your stock.

ServiceNow, Inc. (NYSE:NOW) provides a cloud platform that supports digital workflows through AI, automation, low-code tools, analytics, and a suite of IT, security, customer service, and employee experience products. A caller asked about the stock during the March 23 episode, and Cramer said:

Okay, now what we’re dealing with here is stock sells at 26 times earnings. That’s incredibly cheap for a great growth stock. But we all know that there is turmoil when it comes to these, you know, software as a service stocks are so bearish. It’s so painful for me to say this, but as much as I respect Bill McDermott, I think the stock’s going to be in for a little bit more turbulence than it already has been because that particular SaaS business model is disliked intensely right now on Wall Street.

13. Microsoft Corporation (NASDAQ:MSFT)

Microsoft Corporation (NASDAQ:MSFT) was among the stocks Jim Cramer looked at as he discussed the recent bounce in software stocks. Talking about the iShares Expanded Tech-Software Sector ETF, IGV, Cramer said:

Some stocks belong in the index, of course. For example, take a look at Microsoft, textbook software stock. It’s been pretty much straight down since its peak last July at $555. But it did jump 3.6% today. Did anything happen this weekend to justify today’s rally?

Nope. In fact, we got a negative piece this morning about how the private colossus OpenAI has been pushing business away from Microsoft and toward Amazon because its customers want to go there. Incredible given how close they were at one point, but it’s right that Microsoft stock’s been clobbered. They’re not looking much like an AI… winner right now. No matter, it’s enjoying its first romp in ages. Enjoy it.

Microsoft Corporation (NASDAQ:MSFT) develops software, hardware, and cloud-based solutions. The company provides products like Windows, Azure, Office, LinkedIn, and Xbox.

12. Veradermics, Incorporated (NYSE:MANE)

Veradermics, Incorporated (NYSE:MANE) was among the stocks Jim Cramer looked at as he discussed the recent bounce in software stocks. Inquiring about the stock, a caller mentioned that they consider it a spec. In response, Cramer said:

Yeah, it’s alopecia. Okay, here’s the problem with that: never been solved. Always supposed to be right around the corner. It’s a very risky stock. But I have to tell you, if it can be solved, it’s worth double. So it’s double or nothing with MANE.

Veradermics, Incorporated (NYSE: MANE) is a biopharmaceutical company that develops specialized treatments for skin and hair conditions, such as pattern hair loss and common warts. The company reported its Q4 and FY2025 financial results on March 30.

The company posted a net loss of $21.8 million for Q4 2025. For the full year, Veradermics, Incorporated (NYSE:MANE) reported a net loss of $70 million, compared to $26.5 million in the prior year. As of December 31, the company’s cash, cash equivalents, and marketable securities stood at $141.9 million.

11. Element Solutions Inc (NYSE:ESI)

Element Solutions Inc (NYSE:ESI) was among the stocks Jim Cramer looked at as he discussed the recent bounce in software stocks. A caller mentioned that the company stock has outperformed “the S&P meaningfully this year” and asked for Cramer’s thoughts on it. He replied:

I like it. We profiled it. We think it’s a very, very good company. We ourselves are in Qnity. That’s letter Q… But I think Element Solutions is good. That’s… Martin Franklin company.

Element Solutions Inc (NYSE:ESI) is a specialty chemicals technology company that provides assembly, circuitry, and semiconductor solutions. Cramer discussed the company during the March 30 episode, as he remarked:

Now, from a high-level perspective, when you look at the numbers, Element Solutions hasn’t done that great over the last five years. The numbers have been relatively stagnant over the period. But if you zoom in on the last year’s results in particular, even though the overall numbers aren’t particularly inspiring, 4% sales growth, 3% earnings growth, we start to see a better story forming… I’ve also gotta point out this Element Solutions is cheaper, trading at less than 19 times this year’s earnings estimates versus 28 times for Qnity.

… Look, it’s not just that this market has fallen in love with chemical companies thanks to the Iran war shortage; Element Solutions has been putting up better and better numbers. The company’s expected to put up nearly 20% revenue growth this year, 17% earnings growth followed by another fairly strong performance in 2027…

Listen, I think it’s a good story. Like I said, I wouldn’t swap out of my tried and true Qnity shares to own the smaller Element Solutions, but some investors might be inclined to own the latter, especially since it’s a lot cheaper. If you don’t own either, Element’s a fine way to play this corner of the chemical space that’s really doing quite well right now… If we see the war in Iran come to a conclusion, some of the global shortages for chemicals ease then Element’s going to sell off. If the semiconductor boom is impaired for whatever reason as what the stock seem to be saying right, then it would hurt, too. But the bottom line for me: For now, I think Alex in Oregon has brought us a real good one. If the rest of the year plays out like the first quarter, then I expect Element Solutions to keep on soaring.

10. Red Cat Holdings, Inc. (NASDAQ:RCAT)

Red Cat Holdings, Inc. (NASDAQ:RCAT) was among the stocks Jim Cramer looked at as he discussed the recent bounce in software stocks. When a caller inquired about the stock during the lightning round, Cramer commented:

Okay, you know, look, we don’t mind the drones. I know that Ben Stoto has been following this Red Cat closely. My problem is they’re not making a lot of money. I think there are others that are better. I think it’s a good spec. How about that? It’s a good spec.

Red Cat Holdings, Inc. (NASDAQ:RCAT) develops drone systems and control technologies for military, government, and commercial use. A caller inquired about the stock during the October 15, 2025, episode. The Mad Money host replied:

Okay, so this is a Ben Stoto favorite, not really. It’s a drone company. We are on the fence about buying drone companies that aren’t making money.

It is worth noting that since the above comment was aired, the company’s stock is down by 12%.

9. Nu Holdings Ltd. (NYSE:NU)

Nu Holdings Ltd. (NYSE:NU) was among the stocks Jim Cramer looked at as he discussed the recent bounce in software stocks. Answering a caller’s query about the stock during the episode, Cramer said:

It’s okay. I mean, look, we just had Goldman Sachs report a quarter that was unbelievable and the stock’s down. I would take advantage of the fact that that stock is down and pick up some Goldman Sachs. Okay, down 17, not bad.

Nu Holdings Ltd. (NYSE:NU) operates a digital banking platform that covers several financial needs, like credit cards, personal and business accounts, and investment options. A caller inquired about the stock during the lightning round of January 23, and Cramer responded:

I think, look, I liked NU from when it came public. I think it’s okay. It’s a little to me, I don’t know, I don’t like a bank that has that big a price-to-earnings multiple, even if they are a very forward-looking bank. And by the way, if you want an international bank, let’s not forget it’s Santander.

8. Super Group (SGHC) Limited (NYSE:SGHC)

Super Group (SGHC) Limited (NYSE:SGHC) was among the stocks Jim Cramer looked at as he discussed the recent bounce in software stocks. Cramer highlighted the company after mentioning the woes of the industry, as he stated:

Over the past several months, the online gambling stocks, they’ve been clobbered. DraftKings down 54%, Flutter down 66%. They’re besieged by the leading prediction market plays, Kalshi and Polymarket, which have found ways to get into something akin to sports betting without all the regulation. But before you give up on the entire industry, maybe you should take a look at Super Group, which owns Betway for online sports betting and Spin for online casino gaming. This thing came public via a SPAC merger that was closed roughly four years ago and the stock struggled to find its footing initially. Then, in mid 2024, Super Group decided to throw in the towel in the US market, focus on the rest of the world. That’s one reason the stock has more than tripled over the last two years. The other reason being that they keep putting up strong numbers… I know the stock is up huge from when it first came on… up 54% but it’s still pretty darn cheap.

Super Group (SGHC) Limited (NYSE:SGHC) operates global online sports betting and gaming services through its Betway sportsbook and casino platform, as well as its Spin multi-brand online casino business.

7. Corning Incorporated (NYSE:GLW)

Corning Incorporated (NYSE:GLW) was among the stocks Jim Cramer looked at as he discussed the recent bounce in software stocks. A caller highlighted that they purchased GLW shares back in December 2025, noted that the stock’s PE was around 55, and said it is up over 90%. Cramer replied:

Yeah, Corning, okay, so here’s the problem. You know, we own it for the Charitable Trust. We think that next year and the year after, the estimates are way too low because we think that glass, that fiber’s going to take over the whole data center, and that’s why we like Corning.

Corning Incorporated (NYSE:GLW) develops optical fiber, cables, and related hardware for telecommunications, and produces glass substrates for displays used in TVs, computers, and mobile devices. Moreover, it supplies specialty materials, emission control products, and laboratory equipment.

Cramer mentioned the stock during the March 27 episode when a caller asked him about which area of the AI and data center trade, semiconductors, energy, or infrastructure, he feels most confident in and his top three picks. The Mad Money host commented:

I’m going to have to go with build out, and I like GE Vernova, and I like Eaton. And then after that, I’m kind of torn. But I think that Corning, because it’s a fiber company and fiber’s taking over what copper was, is the best one.

6. Super Micro Computer, Inc. (NASDAQ:SMCI)

Super Micro Computer, Inc. (NASDAQ:SMCI) was among the stocks Jim Cramer looked at as he discussed the recent bounce in software stocks. When a caller inquired about the stock during the recent Mad Money episode, Cramer said:

No, I look, I think… First of all, thank you for being candid enough. Most people would say, you know, I bought it at the low… It was great to hear. I know it’s painful, but here’s my take. It’s going to bounce probably to $30, and then I need you to get out of it, because account irregularities in my book equal sell. I’m not going to change my rules.

Super Micro Computer, Inc. (NASDAQ:SMCI) designs and sells modular server and storage systems, including AI, cloud, and edge computing solutions. When a caller sought Cramer’s advice on the stock during the March 17 episode, Cramer replied, “No, you’re buying Dell. You’re not buying SMCI; you’re buying Dell. I’ve had enough.”

Click to continue reading and see Jim Cramer Looked at 5 Stocks, Including NVIDIA, Vistra, and Lightwave.

Disclosure: None. Follow Insider Monkey on Google News.