Shares of Salesforce.com (CRM) - Get Report are climbing Friday, up nearly 4% after the company beat on earnings per share and revenue expectations. 

The company also gave guidance for $10 billion in full-year sales for 2018, which would represent growth north of 20%, presuming the company's guidance for 2017 sales of $8.365 billion to $8.375 billion comes to fruition. 

However, the company took a subtle swipe at Oracle (ORCL) - Get Report on its conference call and a not-so-subtle jab at Microsoft (MSFT) - Get Report , said TheStreet's Jim Cramer, co-manager of the Action Alerts PLUS portfolio, on CNBC's "Stop Trading" segment. 

Cramer said of Salesforce and Microsoft, "They were friends, then they were frenemies, and now they're just enemies." 

It wasn't all that long ago that Microsoft almost bought Salesforce, he added. 

Aside from Microsoft's emergence in the cloud world, it doesn't help that it outbid Salesforce for LinkedIn (LNKD) earlier this year, paying $26.2 billion for the company, Cramer concluded.

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At the time of publication, Cramer's Action Alerts PLUS had no position in companies mentioned.