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Salesforce, Inc. (NYSE:CRM) is among the stocks Jim Cramer reviewed while discussing the Iran ceasefire that triggered a relief rally. Cramer addressed the AI worries around the stock, as he said:

Then we have the killer, the one that matches up with the biggest losers in the Nasdaq, Salesforce, down almost 4%. Jeez, you’d think that this enterprise software stock could catch a break. I think it has the best agentic software that allows ersatz people to come alive, answer questions flawlessly. Also has a modern way to communicate with Slack. But Salesforce has a bunch of silos that have software as a service models and anything in that space is considered guilty until proven innocent, thanks to the rise of AI, even if it makes no sense at all.

I want you to think of it like this: If companies are paying by the worker for software-as-a-service, and AI allows them to have fewer workers, then you have to say to yourself, how can Salesforce make as much money as it used to? I get that. Plus, who knows if Anthropic can help you code a Salesforce knockoff with lightning speed? I get that. I just don’t know how existential it really is.

Photo by Chris Liverani on Unsplash

Salesforce, Inc. (NYSE:CRM) provides CRM-focused tools that help businesses manage customer interactions, use AI agents, analyze data, collaborate, and run marketing, commerce, and field service operations.

While we acknowledge the potential of CRM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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