Salesforce, Inc. (CRM) Is Competing With The Rise Of AI, Says Jim Cramer

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2 days ago

We recently published . Salesforce, Inc. (NYSE:CRM) is one of the stocks Jim Cramer recently discussed.
Salesforce, Inc. (NYSE:CRM) is a SaaS company that provides customer relationship management software. The firm has spent a large portion of 2025 locked in a fierce battle with Microsoft for AI CRM supremacy. Salesforce, Inc. (NYSE:CRM)'s shares have lost 20% year-to-date as investors are worried not only about the firm's AI platform Agentforce showing modest market penetration but also about its non-AI businesses underperforming in today's AI-driven enterprise software industry. Cramer discussed the effect of AI on Salesforce, Inc. (NYSE:CRM):
'[On Morgan Stanley saying Tim Cook's successor could benefit from having a hardware background] Well look, it's funny hardware is part of the, I'm glad you mentioned hardware, hardware's part of the issue of how NVIDIA got to where it is. This is an essentially, there's a belief in many people on Wall Street and in Silicon Valley, that hardware prevails here because we're gonna get rid of a huge number of people who would do SaaS, you know, software as a service, and that includes, yes, Salesforce. . . . Because there are going to be fewer and fewer people who are actually in the organization who need that. But that does not mean that you wouldn't need more Apple.'
A customer service team in an office setting using the company's Customer 360 platform to communicate with customers.
Cramer discussed the divide in Salesforce, Inc. (NYSE:CRM)'s products in his earlier remarks:
'Now this is tough for me, because my charitable trust owns Salesforce. And Salesforce, even though it's embraced agentic, is regarded as company, that well you know what they have a lot of stuff that really doesn't do anything. How about that Texas Instruments? And it's a nice renaissance.'
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Disclosure: None. This article is originally published at Insider Monkey.