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Jim Cramer Shares Important Metric For Salesforce, Inc. (CRM)’s Hypothesis

Sat, Sep 13, 2025, 9:09 AM 2 min read

We recently published 10 Stocks Jim Cramer Discussed As He Remained Optimistic About American Ingenuity. Salesforce, Inc. (NYSE:CRM) is one of the stocks Jim Cramer recently discussed.

Cramer has frequently discussed Salesforce, Inc. (NYSE:CRM) this week, and most of his comments have been wistful. The firm’s shares have lost 26.6% year-to-date, and Cramer has previously commented that some of Salesforce, Inc. (NYSE:CRM)’s woes are due to it being perceived as being disrupted by AI. This time, he discussed the firm in the context of Adobe’s earnings and commented on the business and consumption models. For reference, software-as-a-service stocks, such as Salesforce, Inc. (NYSE:CRM), have traditionally operated on a seat-based model, which sees them sell a set number of ‘seats’ or ‘licenses’ to customers. On the other hand, a consumption model refers to payment-by-usage. Here is what Cramer said about Salesforce, Inc. (NYSE:CRM):

“David, you know what this is like, you know it’s like Salesforce. Those are the two that keep coming up as being able to be cannibalized by themselves because of what you can do with AI.

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