Jim Cramer Discusses These 10 Stocks & Says He’s In Waiting For AI GPU Spending Clarity

6. Salesforce, Inc. (NYSE:CRM)

Number of Hedge Fund Holders In Q3 2024: 116

Salesforce, Inc. (NYSE:CRM) is an enterprise software firm that caters to businesses’ customer relation management needs. The firm’s narrative in today’s AI era is driven primarily through its Agentforce AI products. Agentforce uses AI to provide users with 24/7 support, and it has allowed Salesforce, Inc. (NYSE:CRM)’s shares to gain a respectable 33% over the past six months. Cramer’s recent comments for the firm have surrounded its CEO Marc Benioff and his opinions about the partnership between OpenAI and Microsoft. This time around, he remarked on the fluidity and the rapidly changing AI environment:

“The fluidity of a situation. Last night I had Marc Benioff, talking about the split up with, David we’re talking about a split with OpenAI . . .last night.”

“[On Altman and Nadella together] Benioff’s was slagging that. And saying the combination and saying that it’s done.”