Did you miss "Mad Money" on CNBC? If so, here are some of Jim Cramer's top takeaways.
For an "Executive Decision" segment, Cramer did his quarterly check-in with Marc Benioff, chairman and CEO of Salesforce.com (CRM) - Get salesforce.com, inc. Report , which just posted a penny-a-share earnings beat with a 26% increase in revenues and raised its full-year earnings guidance.
Benioff said this quarter was the best ever for Salesforce, with over $15 billion in deferred revenues on the books. Salesforce continues to widen the gap between its rivals Oracle (ORCL) - Get Oracle Corporation Report and SAP (SAP) - Get SAP SE Sponsored ADR Report , Benioff added, which is why they're forecasting 24% revenue growth.
The client relationship management (CRM) software market is the most important part of enterprise software, Benioff said, and is ramping up to a $1 trillion opportunity.
Benioff also touted Einstein, his company's artificial intelligence platform, saying it's the next big trend behind the cloud and mobility.
On Real Money, Cramer says that when you look at the shale fields that BHP Billiton Ltd. (BHP) - Get BHP Group Ltd Sponsored ADR Report bought and the prices they paid, you have to wonder whether someone just lost his mind. Get Cramer's insights with a free trial subscription to Real Money.
Cramer and the AAP team point out that with stocks sharply higher, three names in their portfolio have outpaced the broader market. Get in on the conversation with a free trial subscription to Action Alerts PLUS.
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At the time of publication, Cramer's Action Alerts PLUS had no position in stocks mentioned.