Cramer's Morning Take: Salesforce 5/27/25

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Jim Cramer (0:49)

I'm Jim Cramer and you're about to hear a sample taken directly from today's CNBC Investing Club morning meeting.

All right, so let's talk about this deal. The Salesforce deal. Mark Benioff texted me during Squawk on the Street saying, listen, here's some of the goodness here. I know that Salesforce, it feels a lot to me like when Cisco bought Splunk. People were skeptical a little bit, but then they realized maybe this is a gem that can help them sell product. That's what I think it is. I think it's a bold one where they do a lot of cybersecurity informatics. They have been a sleuth. I know them as a sleuth. You bring them in and they have a reputation for being able to find out what you did wrong or the holes that you have. And that's something that you need if you're a bank, which is where Mark really wants to make his input. He's a bank reseller. Big for them.

SPEAKER_5 (1:49)

They're paying 8 billion for it in cash, so not a stock deal where you have to worry about shareholder dilution. 8 billion, much lower valuation than where Informatica was last year. We also saw reports, but they balked on deal price.

Jim Cramer (2:04)

He balked it, but he knew it was too high. Now, I will point out that I've met the team at the behest of Mark and I did find them quite intelligent about how to spot fraud. But the problem with that is, I like CrowdStrike when it comes to finding fraud. If you look at the stock of CrowdStrike, it has been, what can I say? CrowdStrike has just been amazing.

SPEAKER_5 (2:32)

Yeah. I'm sure they'll talk more about the deal tomorrow night when they report. Also, I have Nvidia reporting tomorrow night after the bell.

Jim Cramer (2:39)

This is also, so the question is, is this parabolic? And the answer is no, it's stair step. We always like stair step.

SPEAKER_5 (2:45)

And we took some off.

Jim Cramer (2:46)

Right, but we always like stair step. We're happy with that.

SPEAKER_5 (2:48)

There, all the time high? Yeah.

Jim Cramer (2:50)

Nice, because remember, they had the biggest glitch, not hack, and then we're gonna annualize that soon.

SPEAKER_5 (2:58)

Sure.

Jim Cramer (3:00)

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All of the news expressed by Jim Cramer on this podcast and in connection with the CNBC Investing Club are solely Cramer's opinions and do not reflect the opinions of CNBC, NBC Universal or their parent company or affiliates and may have been previously disseminated by Cramer on television, radio, internet or another medium. No specific outcome or profit is guaranteed in connection with your reliance upon or other use of the content from Cramer. The opinions offered in connection with this podcast and the CNBC Investing Club are not an attempt to induce any particular trading behavior, investment or strategy. You should be aware of the risk of loss and following any strategy or investment discussed in the content from Cramer. To view the full CNBC Investing Club disclaimer, please visit cnbc.com/investingclubdisclaimer.

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