For investors looking to play the cloud, look no further than Salesforce (CRM) , according to TheStreet's founder and Action Alerts PLUS Portfolio Manager Jim Cramer. Salesforce shares are up 40% since the start of the year. 

"Oracle (ORCL) did not have a blowout quarter for the cloud," Cramer said. 

Watch all of Jim Cramer's latest videos, right here:

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