Salesforce CEO Marc Benioff goes one-on-one with Jim Cramer
Speakers
Jim Cramer
— Host, Mad Money
Marc Benioff
— CEO Salesforce
Summary
Jim Cramer interviews Salesforce CEO Marc Benioff after strong quarterly results. Benioff argues the stock is undervalued and the company is buying back shares aggressively. Cramer agrees, calling the stock too inexpensive at 12 times earnings. The discussion also covers Agent Force adoption and the AI disruption narrative.
- Salesforce reported strong quarterly revenue and EPS beat.
- Stock fell in after-hours due to light remaining performance obligation.
- Benioff emphasized record large transactions and Agent Force growth.
- Benioff said the company is buying back stock as it sees it as deeply undervalued.
- Cramer stated he owns CRM and believes sellers are wrong.
- Benioff rebutted the 'SaaS apocalypse' narrative, citing AI integration.
- Slack and Tableau are being enhanced with AI capabilities.
- The company expects over $46 billion in revenue for the year.
Trade Ideas
CRM is too inexpensive; buy.
Salesforce stock is deeply undervalued, and the company is aggressively buying back shares to return value to shareholders.
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This CNBC video, published May 28, 2026, features Jim Cramer discussing CRM. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Jim Cramer · Tickers: CRM