it's because i'm using salesforce one. >> i went on the video for salesforce one and what i thought wasexcluding others. you're saying you're welcoming competitor sap to be involved with your hand-held program. >> well, you know, everything company needs to start moving to the phone. the phone is the dominant platform of computing today. we have over 250 isvs who are already building applications on this new platform. we've deployed it to thousands of customers. they've made huge numbers of modifications and customizations. but the power is you can really run your business on your phone. i already do e-mail on my phone, i do facebook on my phone, i do twitter on my phone, now i can do my customer and marketing information, even resolve my customer service issues all on my phone. >> you mentioned hewlett packard. i want to circle back to that. that had just been announced when we were out visiting you at dream force. since then meg attributed -- meg whitman, ceo, attributed a lot to your deal. >> i've known meg forever. she's doing a phenomenal job at turning that company around. she's r

marc benioff, look at what he has been able to accomplish at salesforce.tion is very important. having a big vision of where things are going to go. think of what steve jobs had an apple or jeff bezos is doing at amazon. at the end of the day, every ceo both historically and going forward, they just have to work hard. 100 hour work weeks are probably the most famous. >> what is most different about the ceo of the next generation? >> i think the world is going social. the consumer experience has changed so much, you have to be much more visionary about where things are going. you have to be more in tune with how fast everything is moving and growing and evolving. richard branson and the way he runs his enterprises in a social way, mark many off with the cloud our examples of people who get it. >> how do you balance that with having a great business? >> having a great business -- vision without great numbers is not that's gullible. -- scalable. if you don't make money, you have to grow share and revenue. you have a great vision and no execution and that is n

>> i thought it was really interesting, not citing salesforce, but yelp.ny that was a start up not long ago. the small commitment that really turned into a foundation with more than this suggests that $50 million. that should be part of the way that technology companies think about themselves. >> something we will continue to follow. i want to talk about google and comscore teaming up to measure the success of their campaign. amazon is expanding advertising. they are working with the company freewheel, which works with abc and nbc universal to put relevant ads in front of customers. i would like to bring in the ceo to talk about the relationship. what does that mean? >> we are working with amazon in a nice, close relationship. amazon has announced plans to build a video advertising network, a video platform. the goal of that is for them to get close to their customers. they can really help their customers figure out what they want to buy. >> the advertising business is the mathose things -- in this, the numbers are right. probably if it were a stand-alone

. >> the ceo of salesforce created a multibillion dollar company, based in san francisco, has done somethinghere he gives one percent of equity, profits, and time to philanthropy. he came out to "the wall street journal," saying he thinks the google buses should be taken off the streets. he says, if you hang out in the mission, they come every five minutes. they have to be massively regulated. we have to get them off our streets. what do you make of that? >> i applaud him. there is far more going on, many of which are not public. a remarkable success, remarkable in terms of supporting philanthropic causes as well as bringing people up to see some level of success in their own economic lives. i agree with him. he is pointing out things that deserve to be pointed out. we need to be careful about the symbolism of the actions you take and what it tells people about the privileges they can and cannot have, depending on where they got lucky, go to school, and work. really important things to point out. otherwise, people would be oblivious to them. >> google has become the poster child with the bus

>>> don't forget, salesforce if it comes down, it's an opportunity. but workday up 10%, it goes highe >>> crisis and catastrophe continues to build in the ukraine. armed men took over the parliament. >>> russian troops run emergency drills. what is putin's game? we're going to get a report from moscow in a few moments. >>> as bad as the ukraine story is, the economy is too tiny to have real impact on the rest of the world. hence, we had a new record close for the s&p 500. don't think for one minute janet yellen is going to stop tapering bond buys. profits are the key. as i've been telling you many months, bitcoin is not money. it was a bad day for reckless folks that invented it. can't say i didn't warn you. >>> we have breaking news. a brand new time magazine cover story written by steve bril that says president barack obama considered scrapping the entire obama care website just a few weeks after it was launched. we'll have bril on the show later on. all those stories and much more coming up on the kudlow report beginning right now. >>> good evening

that is our major salesforce, selling point, marketing point in competing against my friends here.e have skilled labor. >> it is interesting to hear that the skills gap is so prevalent across the country. we are going to go to nebraska and then hear from tennessee as well as wisconsin. >> i think education is very important, and we talk about low taxes and regulation. we are trying to make sure our kids understand we are competing globally. i have been on 12 different trade missions from cuba to china. we have done reversed trade missions where we brought 500 people to our state. it's a very comprehensive approach. the second lowest unemployment rate in america. there's a reason the number one american capitalist is located in nebraska, warren buffett. we are a low regulatory environment. i agree with what everybody is saying. we are competing globally today. we are prepared to do that and willing to compete against adding other state. that competition helps all of us get better. >> you don't think people understand today that we are competing globally? >> i can go to the smallest

i think salesforce.com seems like the logical choice, but salesforce like gilead goes up over time.entum traders want big moves and they want them now. they said gobs of points. workday, which is cloud-based human capital and seems to be all things finance, software as a service provider, good buzz words, allows companies to cut whole sections of nonrevenue-produces businesses, what some would call deadweight. so bring them in. i adore this company. get the stockiest price for perfection, meaning everything needs to go right. probably will. last but not least, our final momentum monster, yelp! my "squawk on the street" partner, david faber, always the skeptic, says how can this be the key to the market? that's the late, great mark canes, who used to call my reverend jim bob cramer for the church of what's happening now. there's always some stock that the momentum buyers love so much, they'll pay any price. to put it another way, when bob dillon croons, but for the sky, there are no faces, he's not singing about mr. tangerine man, he's singing about yelp. this is another company that

salesforce,major selling point, marketing point in competing against my friends here.e have skilled labor. >> is interesting to hear that the skills gap is so prevalent across the country. we are going to go to nebraska and then hear from tennessee as well as wisconsin. i think education is very important, and we talk about low taxes and regulation. we are trying to make sure our kids understand we are competing globally. i have been on 12 different trade missions from cuba to china. we have done reversed trade missions where we brought 500 people to our state. it's a very comprehensive approach. the second lowest unemployment rate in america. there's a reason the number one capitalist is located in nebraska, warren buffett. we are a low regulatory environment. i agree with what everybody is saying. today.competing globally we are prepared to do that and willing to compete against adding other state. that competition helps all of us get better. >> you don't think people understand today that we are competing globally? i can go to the smallest town in nebraska and they

>> because that is a huge guide up, and what people look for salesforce versus the dividend and goldman put out a good note of the usually 30 million, but it is now $100 million and this is a monster quarter. >> and the stock is active in the premarket or after, and not this time, and why? >> well, because workday is the pa partner, and bushery is par with what happens at workday is often concur, and there is a lot of companies who use the platform and good friends, so i think that they stole, and today, the icahn is out, because workday stole it again. and this is a big company. >> bigger everyday. >> and i can't get over zoo lilly, and was that money? >> well sh, i didn't mean to. and i have been saying it is the amazon, amazon for six months, and you should own zulu, cramer. well, i have been to the site, but i don't buy women's cloth g clothing. nobody's perfect. but zulu is good. >> and we will be -- >> go shop, and when you say go shop, i don't think merger, i think zu lilly. >> we will get cramer's mad dash coming up in a minute. [ tires screech ] [ car alarm chirps ] ♪ [ male an

. >> all the cos yesterday, mark bennyoff and others from sales salesforce went on twitter and said, we're pulling all our business if twitter if that happens. all these hotels that would be in trouble. very interesting to see how it erupted online. >> and governor, her defense was not exactly a strident one it was more apologetic -- >> she's in a very red state and she's a republican and she did it, at least, and then she just sort of -- >> but there was real business to be lost by that decision. had they not decided that. >> agreed. let's talk about the markets. we did see the markets close a little bit higher yesterday. joe, you were looking for that s&p 500 crossing that level. >> we're not going -- we're going to make it to march. >> closed yesterday at 1845. >> it was above 1850 for most of the day. >> closed below a new high for the s&p 500, but within a striking distance. you could get there today, potentially. right now, why don't we take a look at where the futures are this morning. again, yesterday, we saw the s&p down slightly. the ten-year yield fell below 6.7% yesterday

. >> hot stock, software is a service and this is an area of the market and workday and salesforce reportsd let's find out if they love them tonight. >> yesterday's action was good all day long until yesterday afternoon, did the bulls plant enough of a stake in the ground? >> i hate monday up openings. i like today's skepticism. we need a little pullback and remember retail has been terrible. if retail leads us back. all i'm saying stay skeptical you don't want linkedn up nine because of something we all expected. we don't want a situation where we see this one part of the market divorced from everything there, i'm talking about the tesla, that giga factory better deliver or we're going to see a stock where it shouldn't be where it is. >> talk about a stock that's moved up 4% from where we last spoke about it and up 12% is tesla as carl alluded to earlier, once a heavily shorted stock, you got to wonder on a research report. i mean, an interesting read. >> disruptive technology which takes care of our grid which is old and bad. solar city down badly last night on the numbers. give me a bre