Jim Cramer Supports Salesforce CEO Marc Benioff Amidst Concerns Over AI Era.

Jim Cramer believes in Salesforce CEO Marc Benioff and thinks the company's shares have been unfairly downgraded due to concerns over its long-term software revenue in the AI era. Cramer thinks Benioff is doing a good job pushing back against the idea that Salesforce can be replaced by DIY process software. Despite the stock's 8% YTD loss, Cramer remains optimistic about Salesforce's potential.

Jim Cramer, a well-known financial analyst and television personality, has expressed his belief in Salesforce Inc. (NYSE: CRM) despite recent market concerns. Salesforce, a leading provider of customer relationship management (CRM) software, has seen its shares decline by 8% year-to-date (YTD) due to worries about its long-term software revenue in the AI era [1].

Cramer has consistently defended Salesforce and its CEO, Marc Benioff, stating that the company's stock has been unfairly downgraded. He believes that Benioff is effectively pushing back against the idea that Salesforce can be replaced by do-it-yourself (DIY) process software. Cramer maintains his optimism about Salesforce's potential, comparing the current stock performance to the stock's dip in late January [1].

Salesforce's recent acquisition of Regrello, a company specializing in AI-driven solutions, is a strategic move to enhance its AI-driven workflows. This acquisition, valued at $2.12 billion, aims to integrate Regrello's automation technology into Salesforce's Agentforce and Slack platforms, automating manual processes for customers [2]. The integration of Regrello's technology is expected to strengthen Salesforce's capabilities in agentic process automation, aligning with its strategy to strengthen agentic AI capabilities through AI-native platforms [2].

Salesforce has also announced plans to acquire Informatica, a data management platform, for approximately $8 billion. This acquisition is part of Salesforce's broader strategy to strengthen its competitive edge in the AI market by integrating Informatica's data management tools into its ecosystem [3]. The acquisition of Informatica is expected to accelerate Salesforce's innovation and growth by providing access to Salesforce's vast customer base and resources.

In conclusion, while Salesforce's shares have faced challenges due to market concerns about its long-term software revenue in the AI era, Jim Cramer remains optimistic about the company's potential. The recent acquisitions of Regrello and Informatica indicate Salesforce's commitment to enhancing its AI capabilities and strengthening its competitive position in the market.

References:
[1] https://ca.finance.yahoo.com/news/jim-cramer-believer-salesforce-inc-171346279.html
[2] https://www.ainvest.com/news/salesforce-ai-acquisition-drives-2-12b-trading-day-ranks-27th-stock-rises-0-83-2508/
[3] https://americanbazaaronline.com/2025/08/19/salesforce-to-acquire-ai-firm-regrello-to-boost-automation-466413/