Cramer's 'Stop Trading!': Software Stocks

"Software stocks are exploding here, and you don't hear a word about it!" Jim Cramer said on Thursday's "Stop Trading!" segment on CNBC.

Two stocks he liked were Oracle(ORCL Quote) and Salesforce.com(CRM Quote), which he said is "starting to get real movement."

He said that with Anadarko(APC Quote) up 6 points and U.S. Steel(X Quote) up 17 points from their secondary offerings, it "leads me to conclude that Vulcan Materials'(VMC Quote) secondary may be a place to be."

Jones Apparel Group(JNY Quote) got a "very nice upgrade" from Morgan Stanley, Cramer said, and after the company's refinancing, "the shorts continue to have to cover." He sees good things coming from the company's relationship with Wal-Mart(WMT Quote) and thinks that Jones "is the cheapest apparel maker."

Boeing(BA Quote) is "sandbagging" by cutting its long-term forecast, said Cramer. It's "had a monster move over $42 and is resting at $50," he said, and the upcoming Paris Air Show will bring "big orders."