Call me at 1800743cnbc. Or tweet me jimcramer. Lets give this day its due. When oil turned up it took the entire market with it which is how the dow jones average could go from down 193 points before the reversal in oil to finish up 183 points. S p gained. Nasdaq declineds just. 28 . What a strong, bizarre comeback. Big jump in oil. A monster 2. 60 move off the 3 basis but something profoundly positive happened today. The stocks of the companies that were most on the ropes in the oil patch like chesapeake, freeport and other dead man drilling stocks actually read the rally and that reassured buyers who flocked to many of the beaten down sectors in this market. For ages oil has been dragging down the whole market because of a false sense that demand for crude is declining. Machines that sell stocks when oil goes lower may make them money. It doesnt make them right. I dont want to argue facts. The fact is the demand for oil is going up, not down. There is a consequence to oil going down, when when its a supply glut not demand softness. We get very concerned. Worried, frightened about Oil Companies where the cash flow from the wells isnt great enough to cover the debt load. Hence, bankruptcy on the horizon. This is a big but. If crude could stay between 35 and 40, a few bucks higher than now, many of the troubled Oil Companies can pull off the unthinkable and stay afloat. That would relieve the biggest stress on our system out there at the moment and drive all stocks higher if we took it off the table. Am i being foolish here . Especially when you consider the two trends like the dollar getting weaker and commodities like copper going higher. Those are big changes. I dont know if they will last but they are big. In the dollar goes down you need more green backs to buy a there is a cause and effect relationship here. While you cant actually trump the oil glut it can move up the price of the commodity as it did today. We also stepped to the outer limits of crazy town for a moment, too. Stocks of companies that should be negatively impacted by higher oil and gas prices like the retailers and the restaurants did go down today. How nice to see a breath of fresh reality creep into the equation. Maybe this has finally started taking its lithium in order to tamp down some of the endless lunacy. Despite the return to sanity there were pockets of nuttiness. The selling of the bank stocks is jarring. I think its caused by rumors that we keep hearing about large banks in europe that might be in trouble. The Federal Reserve is attuned to issue in the Banking System is something they find worry some. They may go on hold about the planned rate hikes f. They dont raise rates banks dont make money off deposits. We have a bizarre situation where financial stocks get punished again and again for the same thing. Yet they cant defend themselves from the selling and the giant buy backs. Lower Interest Rates bring out the buyers of the bond market equivalent stocks. You will see clorox or Kimberly Clark rally on days like today. People look at these as dividend paying consumer packaged goods plays. They are fixed income stocks, too. Thats what they say. Funny, isnt it . Kimberly clark was hated after reporting a bad quarter. We talked about it. Solid yield. Stock is trading well above where it was when the ceo came on last week, said everything was fine. Its well above where it was trading the day before it supposedly disappointed in earn ings. Went out on an alltime high. The industrials rallied because all for one and one for all as 3m announced a nice sized dividend boost and a buyback moving the stock up 4. 65 at the same time that eaton with a high 4. 2 yield roared more than 7 higher. Why . It simply didnt do as badly as people expected. Remember, both the Consumer Packaged Goods Company and the industrials are huge beneficiaries of a decline in the dollar against any major currency. It is worth note ing with todays run in the euro the Exchange Rate is almost back to where it was exactly one year ago. I wish you could say it of the other currencies out there. Rise isle golden around here. Technology, another bad day for facebook, amazon and netflix and alphabet formerly known as google which has given up all its gains and then some. Like i said yesterday you have to be willing to buy a high quality growth stock like alphabet into weakness. In the end, today was a day when the stock market was led not just by rising oil but by the hope that the bedraggled Oil Companies will get to li another day. Lets say we are still in crazy town but at least its a better, more rational part of the neighborhood. Lets go to mark in nevada. Caller wish i was there at the game with you sunday. With all the negativity in the Retail Sector and the multiple store closings i dont own these two stocks but what is your i like to do what the great peter lynch taught me. If you dont shop there, you dont own the stocks. I have done shopping at jcpenney. Its okay. I dont shop at sears. I cant recommend the stocks. Debbie in florida, please. Debbie. Caller hi, jim. Quick question. I have invest ed in disney stock for 20plus years. I have really enjoyed the performance. Im excited about the Disney Company in the future. What are your thoughts . Disney is a company that a lot of people said, now, wait a second. It cant continue to raise prices. That drives things. Shortterm we have hiccups. I dont know if espn will sign up as many. I own the shares and work for them. Great theme parks. I dont know if disney can stack up at this moment. To bet against disney, lets call that a real stupid bet. I would be a buyer, not a seller. Lets give credit where credit is due. Dont get me wrong. We are not out of crazy town yet. Tonight, a monster lineup from cnbc one market. Sales force. Com, intel, paypal, fitbit. I have the sneak peek at the tech today. First the king of the cloud sales force and intels ceo on what they are doing to move beyond the pc. Stick with cramer. Announcer dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer, madtweets. Send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. On more than just the trashcan. Its the pungent gym bag stink neutralizer. And the prevent mold and mildew on the shower curtain for up to 7 days spray. Its also the odor causing bacteria fighter. And even the athletes foot fungus killer. Discover more ways you can use lysol disinfectant spray to help keep your home healthier. Dry spray . This is great. Its very soft. Can i keep it . laughs all the care of dove. Now in a dry antiperspirant spray. Janet . Dont even think about it. I took mucinex dm for my phlegmy cough. Yeah. But what about mike . It works on his cough too. Mucinex dm relieves wet and dry coughs for 12 hours. Lets end this. Happy anniversary can this much love be cleaned by a little bit of dawn ultra . Oh yeah. One bottle has the of two bottles of this bargain brand. A drop of dawn and grease is gone. Working on my feet all day gave me pain here. But now, i step on this machine and get my number pwhich matches my dr. Scholls now i get immediate relief from my foot pain. My lower back pain. We have to focus on the customer. This is the time, more than ever before, the customers need us. This is the time for cloud computing. This is our moment. The undisputed king of the cloud has been on the rise since. But now that the stands at the top of the lead, can the company keep its crown . While were out here in san to take a closer look at whats happening at salesforce. Com, crm. The Enterprise Software is a Service Company that i like to think of as the king of the clouds. Last time it reported was in november. It blew away the numbers. Since then the stock which has been one of the greatest performers of all time its fallen out of favor near the 52week low as the market turned against socalled highly valued stocks even with an amazing story. The company doesnt report its next quarter until three weeks from now. But earlier today, we got a chance to talk with the visionary founder, chairman, ceo of salesforce about the broader state of the business. Take a look. Yesterday i watched a report that was glowing and loving. It turned out to be someone from accenture. 25,000 people using this. Very rarely do you see that kind of endorsement. What is this product doing people can say i wish i had it earlier . These are two of our dreams advancement at salesforce. Com. One of course is that accenture is not just a great partner of ours and helping us to put the cloud into every Great Company in the world, but it is now using salesforce to run accenture. We have the first 25,000 users running which is exciting. They said they have never had a more successful implementation of technology at accenture and what that means is there is a lot more users coming. Im excited about that. What made it possible and what you are indicating is a brand new product we have called lightning. Lightning is the next generation of salesforces platform that runs on phones and tablets and wearables as well as laptops and desktops. There is nothing like lightning at any other company in the world. Accenture proved that and said now they can go faster than ever implementing technology projects. I started with a project because we are always trying to figure out how you got from 1 billion to 2 billion and 3 billion. Some other products that were good in order to bring out products that were great. I would listen to the full video. It made me think the progression toward 10 billion is on track. Well, the key to growth and the key to hitting these extraordinary numbers, and no one has grown as fast as we have at Enterprise Software is two things. One is extraordinary customer success. That is the accenture example and so many other examples, as well, in companies you know. It could be mattel, it could be general electric. It could be Many Companies who have had extraordinary successful sales force. Companies all over the world. Two, incredible innovation. We are on the verge of our 50th major release of technology. 50 releases in 17 years. Every year we have through a great level of discipline delivered three new versions of salesforce with more than 150 new features every single year. That rate of innovation. You put those two things together and, bam, you get extraordinary growth. I always try to get people at home to understand, whether it be accenture, or maybe mine read. I sat down with mattel people when the stock was at 24. There are many different parts of the journey. This was them, not you talking. Listening to consumers he and what they were saying in a digital way and the stock is now up 8 bucks and they credit being in touch with the customers. Salesforce is what got them in touch. What a great story, mattel. It used to be with mattel 245u8d buy fisher price for your toddler and when you get ready to go to barbie, they wouldnt know that you were a fisher price customer. The reality is that youre the same customer, youre on a journey with mattel. Youre on a journey start, your child. Grows, youre on an incredible adventure. Theres many different parts of that journey. Thats true for every company. Barbie had been doing badly. And it turned and they were trying to figure out why the heck it turned. I think were at the beginning of the barbie story. We havent really got yesterday yet to the connected barbie. Where you have the oneonone experience and with the parent is managing the relationship. But its oneonone with the child and mattel can build and develop journeys for the child as well as for the parents and have an interactive relationship with the customer. This is a metaphor for every company. Right. Every Company Wants to connect with their customer in a new way. If they are not doing that, then i can assure you they are not going to hit their growth targets. Thats what we are in now, the age of the customer. You have to reconceptualize how you connect with your customer. When you look at the connected barbie or connected hot wheels or whatever you do, youve got to think about how you are relationship and what is the different journeys that your customer is going to be on with you . It could be a renewal journey, a retention journey, it could be a on boarding journey. This is going to be the difference between companies that are successful in the age of the company and companies that fail. Okay. We also have to balance that. We have been involved with your stock saying positive things about it. With the things you are in a full day meeting. New fellow, the c. O. O. Keith block, our new c. O. O. Really excited. Enjoy him. And certainly jpmorgan report comes out, unconfirm speculation from a questionable source, likely irrelevant or inaccurate about a customer loss. How do you deal with the fact the you have a stock out there and maybe a customer has lost, maybe not. Versus doing lightning. The thing i have been shocked at as a Public Company c. O. O. Doing it now for 11 years, when i look at that, i will see an customer. Thats where i was like, wow. Even if we lost a customer, no customer represents more than half a percent of revenue. We have a very deep revenue portfolio. We have a very balanced portfolio. Weve talked about that on the show. Its powerful. The key for salesforce is we are a company that has seen it all, been through it all now. We have lived through two big recessions in 2001 and 2008. As ceo i have had to guide the company through it as we get ready for the next set of turbulence coming up this year and next year. We are prepared. Were ready for it. At the same time i know you you take things because youre trying to be a good citizen. You can use percentage of money away. You had a recent meeting with the president. We have a good friend of ours, marc beniof of salesforce. Com which is consistently shown as one of the Companies People most like to part of the reason is that marc understands that his Company Thrives when he is drawing from the entire pool of talent out there. Equal pay. These things matter for everybody, stakeholders, not just for the women involved. Thank you for the opportunity to talk about that. Salesforce has been built, like every company, on core values. We have talked about these before. Trust because nothing is more important than the trust of every single customer. Two, of course, growth. Because if youre not growing in the tech industry, youre going to have a problem. Three, innovation. Like 50 releases of innovation. And fourth, equality. We are about equality. The business of business is to improve the state of the world. And that business can be this incredible platform for change. That means many things. It means pay equality for women. Thats why we were at the white house last week. We strongly believe that women jim, ill tell you what. You know this, but companies have spent billions of dollars, billions of dollars on Human Resource management systems. You have ceos on your show all the time. I do. With the push of a button, every ceo can know if they are paying women the same as men but a lot of ceos are afraid to push the button. I know i was afraid. When it pushed it it said i was paying women 3 million less than men and we had to make the change. Its not just about women. Its about making sure there is equality when it comes to protecting the rights of lgbt like we are doing in indiana. We are still fighting that fight. Its about making sure the company is supporting the communities we serve. Thats our 111 model with 1 of equity, 1 of profit and 1 of employee time in community service. A hundred million in grants. We run 25,000 nonprofits and ngos for free on our services. To our pledged 1 programs, more than 500 companies have now adopted 111. That challenge out there, i think that matters. Niof, founder, chairman and ceo of salesforce. Com. Stay with cramer. More fashionable. The company that started simply counting steps has evolved with the brand new fitbit ulta. Is the Innovative New wearable enough to motivate this stock to get off the couch as it trades below its ipo price. Coming up on mad moneys invest in america, countdown to kickoff. Check this out, bro. I switched to geico and got more. More savings on Car Insurance . Yeah brofessor, and more. Like renters insurance. More ways to save. Nice, brotato chip. Thats not all, brotein shake. Geico has motorcycle oh, thats a lot more. Oh yeah, im all about more, teddy brosevelt. Geico. Expect great savings and a whole lot more. Man sternly where do you think youre going . Mr. Mucus to work, with you. Its taco tuesday. Man youre not coming. I took mucinex to help get rid of my mucusy congestion. Im go od all day. [announcer ] mucinex keeps working. Not 4, not 6, but 12 hours. Lets end this our clothes can stretch out in the wash, ruining them forever. Protect your clothes from conditioner. It helps protect clothes from the damage of the wash. So your favorite clothes stay your favorite clothes. Downy fabric conditioner. Announcer when it comes to tech, intel is in the hall of fame. The focus on mobile Technology Threatens to rust out its bronze bust. Will big bets on the internet of things result in the rebirth of a legend . At what point does a stock like intel which is the largest Semi Conductor manufacturer become too cheap to ignore. They reported a solid quarter. The stock has been put through the meat grinder to the point its trading at just 12 times earn ings. Intel is tied to the personal computer and pc is in decline but the company is transitioning to the data center, the internet of things. You have to appreciate the transforms itself. Lets have a talk with the ceo of intel. Welcome back. Great to be here. Brian, lets get to it. I think of intel obviously as a pc company but then i look at the xgames and i think you are the digitzation of sport and how can you be in both . Its pretty simple. We still have largely a pc company. Pc is still important to our company. If you look out at the end of the decade the data centers will continue to grow and grow. The data center should be about the same size as pc. Both 30 billion businesses. The data centers are a very Good Business for us. The way we think of it is that data center is fed by the digitzation of the life around us. Thats why we are in all of these. And in th