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Cramer: How Salesforce can rival Amazon, Alphabet & Facebook at its own game

Jim Cramer has a vision of what the future of Twitter could be, and if it were paired with Salesforce.com, it could transform into the ultimate predictor of what people want.

One day, Twitter could be a way for companies to interpret data and acquire additional customers, Cramer said. Likewise, he praised Salesforce.com's ability to adapt throughout the years and predict what customers want before they even know they need it.

"Then maybe buying [Twitter] could allow Salesforce to rival Amazon, Alphabet and Facebook in the knowledge game," the "Mad Money" host said.

Marc Benioff, chairman and chief executive officer of Salesforce.com Inc.
David Paul Morris | Bloomberg | Getty Images
Marc Benioff, chairman and chief executive officer of Salesforce.com Inc.
"If you only look at Twitter as it is, then acquiring it would be a colossal mistake." -Jim Cramer

Cramer eyed cloud computing plays as the winners of the market, as they won't be taken down by worries of the Federal Reserve, election or economic worldwide growth.

"Notice, neither concept has anything to do with what Twitter does right now. If you only look at Twitter as it is, then acquiring it would be a colossal mistake," Cramer said.

When Salesforce CEO Marc Benioff started the company, Cramer said, he was all about making companies better at selling things. Over time, it became known as a product that could anticipate what customers wanted before they even knew it themselves.

Salesforce continued to adapt to embrace social, mobile and cloud to help salespeople become more efficient. It then went on an acquisition spree, purchasing Demandware for $2.8 billion and Krux for $700 million to help manage data for its customers.

Companies like Salesforce are not held hostage by macro events because they are all about digitizing the power of social, mobile, cloud and artificial intelligence.

"These cloud-computing companies that we are speaking to are mechanizing your horse-based army so that it can compete against the other guys' tank tanks. Like with old-fashioned horse cavalry a century ago, you either adapt or you get annihilated."


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