Jim Cramer’s Game Plan: 12 Stocks in Focus

Page 6 of 11

6. Salesforce, Inc. (NYSE:CRM)

Number of Hedge Fund Holders: 140

Discussing Salesforce, Inc. (NYSE:CRM) during the game plan, Cramer stated:

“Wednesday night is huge. We have not one but two big quarters from NVIDIA and Salesforce… Salesforce is a very tough call here. Some analysts are saying Agentforce with Agentic platform is producing a revenue breakout for the company. Others say that Agentforce is a distraction, making it harder for CEO Marc Benioff to make the numbers this quarter.

I’m not sure. So once again, the Charitable Trust is doing nothing ahead of the quarter. Oh, and tonight, we got a real complication… that Salesforce is once again in talks to acquire Informatica, the data management company. Now this is a deal that Wall Street clearly doesn’t want, as Salesforce’s stock tanked when it was first reported in April of last year, only recovering when they walked away from the deal.

And that’s why the stock fell nearly 4% today on the news that it might be back at the table. Now I am sure Marc Benioff is paying attention because the market could react… the same way that the market reacted to DICK’S-Foot Locker, bad.”

Salesforce (NYSE:CRM) provides an integrated platform that supports business functions such as sales, customer service, marketing, analytics, and e-commerce. The company’s solutions are designed to strengthen customer relationships and streamline daily operations.

Page 6 of 11