Squawk on the Street Cramer's Morning Take: Salesforce 10/16/25
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Oct 16, 2025 Jim Cramer shares bullish insights on interest rates, asserting they won't climb further, which bodes well for certain stocks. Salesforce's recent analyst meeting dispels concerns about legacy headcount and signals a strong growth outlook. Jeff Marks reveals ambitious FY30 revenue targets and the potential of agentic AI to enhance bookings. Cramer highlights Salesforce's management admitting past messaging missteps, now presenting clearer metrics for investors.
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Rates Help Growth Stocks Like Salesforce
- Interest rates not rising further is bullish for high-multiple growth names like Salesforce.
- Salesforce's analyst meeting refuted bear arguments and suggests durable upside.
AgentForce Seen As Growth Catalyst
- Salesforce's analyst meeting countered claims that AgentForce would merely reduce legacy headcount and harm revenue.
- Management presented a narrative that AgentForce will drive double-digit growth and force bears to cover.
Stick With Real Value Stocks
- Stick with stocks you believe have real, durable value rather than short-term trading moves.
- Maintain positions in companies that demonstrate real growth drivers like Salesforce.