CNBC's Jim Cramer advises investors not to let potential trade war escalation scare them away from one of the most important segments of the technology industry. Host "Mad Money" pays Salesforce.com co-CEO Marc Benioff at the company's annual Dreamforce software conference to learn about the cloud company's Customer 360 Truth platform. In the show, he teames up with leaders of luxury furniture retailer RH and payment company Square to gain more insight into their businesses.
Hold on to software-as-a-play stocks
Do not give up the entire technology sector in the market, according to CNBC's .
The host "Mad Money" advised that selling out would be a bad miscalculation, encouraging investors to "ask yourself what you sell."
"If you dump an ETF, be my guest – this is just moronic mergers of stocks merged by people who make money by convincing you that the tech sector is still a real, cohesive thing, "he said. "But if you dump the kind of tech stocks that work here – especially the better-running software-as-a-service names – I think you're making a big mistake."
RH: Approved by Warren Buffett
Gary Friedman, CEO, Restoration Hardware
Scott Mlyn | CNBC
Last week, Warren Buffett's Berkshire Hathaway announced it owned more than 1 million shares in state-of-the-art furniture retailer RH, sending the stock up nearly 8% in one day.
Gary Friedman, chief of the reseller, formerly known as Restoration Hardware, counts Berkshire Hathaway among three companies, including Apple and Louis Vuitton parents LVMH, which his company has modeled himself.
"When & # 39; The Oracle [of Omaha] somehow finds your company in all the companies in the world," he explained to Cramer, "I've never had so many people call or text me about an event ever in career history. "
Salesforce launches" single source of truth "software
Marc Benioff, CEO of SalesForce at DreamForce in San Francisco September 25, 2018.
Salesforce Founder Marc Benioff announced Tuesday that the latest wave of computing, known as a single source of truth, is now on the market.  The co-CEO said in "Mad Money" the appearance that $ 22 billion worth of recent headline acquisitions enabled the company to introduce Customer 360 Truth at Salesforce's annual Dreamforce software conference.
. "It's the pursuit of a simple source of truth, and we've built it into our platform."
Mapping the Square Payment Three Growth Pillars of the Square Payment
Square App for Smartphone Credit Card Swipe.
Jin Lee | Bloomberg | Getty Images
Square, the digital payment company that is widely known for the popular Cash App platform for money transfers, has expanded services for small businesses from the credit card reader to more than 20 products in its tenure, Finance Director Amrita Ahuja Cramer said in a interview.
Now valued at $ 28.5 billion in the market, the company expects "three growth horizons" to strengthen the future, she said. The strategies include scaling the customer base in Squares buyers 'and sellers' ecosystems, strengthening cross-selling functions and linking the two ecosystems.
"What is it we can do uniquely in Square now that we see both sides of the counter buying and selling – these are powerful and profound opportunities for us to explore in the years to come," Ahuja said.
The market closed Tuesday at $ 66 per share, up 18% this year, but almost $ 17 off the highs of August.  Cramer's Lightning Round
In Cramer's Lightning Round, "Mad Money" glides through his mind about today's caller.
Ford: "Ford … we care about the dividend and I need to be sure they can pay it. Right now, I say be careful."
: "The lightning struck once and it was good enough, and I wouldn't stick around for too long. "
:" I'm a bit more conservative, which is why I like Novartis in that situation. "
Disclosure: Cramer & # 39; 39; s charitable trust owns shares of Novartis, Apple and Salesforce.com.