TheStreet's founder and Action Alerts PLUS Portfolio Manager Jim Cramer weighs in on the surge of Netflix (NFLX) and Salesforce (CRM) shares.

"What's going on here is animal spirits, a belief that inflation still is low enough, the economy is still strong enough," Cramer noted. 

Netflix shares are up almost 103% since the start of the year, while Salesforce shares are up 36%.

Want exclusive investing insight from Jim Cramer? Get 24/7 access to Jim's charitable trust portfolio with a free trial to Action Alerts PLUS!

More from Video

Micron's Earnings Day Move Has Major Implications

Micron's Earnings Day Move Has Major Implications

Striking Options: A Volatile December in Equities with Eyes on the Fed

Striking Options: A Volatile December in Equities with Eyes on the Fed

Federal Reserve to Raise Rates -- What to Listen for From Jay Powell

Federal Reserve to Raise Rates -- What to Listen for From Jay Powell

Uber vs. Lyft: The Tale of Two Ride-Hailing Companies Going Public in 2019

Uber vs. Lyft: The Tale of Two Ride-Hailing Companies Going Public in 2019

What New Investors Should Be Thinking About During Jerome Powell's Speech

What New Investors Should Be Thinking About During Jerome Powell's Speech