Salesforce.com (CRM) is giving Oracle (ORCL) a run for its money, particularly when it comes to the all-important cloud and mobile devices, Cramer said. Facebook (FB) and Yelp (YELP) use salesforce.com as a platform, as well as other major Internet companies that get what he calls the "Holy Trinity" of social, mobile and the cloud.
Besides salesforce.com, Cramer also likes Yelp as a possible target, as he said the company understands the need for subscription-based revenue as advertising revenues shrink.
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Written by Paula Schaap