Jim Cramer Said AI Is A “Souped-Up Google” As He Discussed These 11 Stocks

8. Salesforce, Inc. (NYSE:CRM)

Number of Hedge Fund Holders In Q2 2025: 121

Salesforce, Inc. (NYSE:CRM) is an enterprise software company that provides customer relationship management products. Its shares have lost 24% year-to-date as investors have wondered whether the rise of AI could mean that enterprise software firms find it difficult to sell their products, as their customers rely on AI for software development. Cramer discussed Salesforce, Inc. (NYSE:CRM) in the context of the Treasury Secretary commenting that productivity booms could show in the first quarter of next year:

“[On Treasury secretary saying productivity boom showing up in Q1 2026] Yeah well look, the productivity boom is going to come from not hiring as many people as you had to. This has so far not happened. But over and over again its the agentic. It’s like. . you bring Salesforce in, then you’ll be able to not hire as many people. . . although for Salesforce everyone’s worried about the quarter, because it’s enterprise software. . .”

Here are the CNBC TV host’s earlier comments about Salesforce, Inc. (NYSE:CRM)’s earnings:

“Okay, Salesforce, great question. I’ve owned the stock for, I don’t know, more than a decade. Here’s the problem… It’s enterprise software, and right now, the long knives are out for enterprise software. I need to see the quarter before I tell you… We own a small position for a Charitable Trust. We used to have a very big position. I’m nervous about exactly what I just laid out, which is this enterprise software of which Salesforce is very much involved in, even its ‘agentics,’ which is marvelous, is part of the software cohort.”