Bank of America's Top 2025 Software Picks: CRM, HUBS, MSFT, NOW Eye Big Gains from AI and Cloud

GuruFocus.com01-14

Pointing to major potential in the industry despite recent gains, Bank of America lists Salesforce (NYSE:CRM), HubSpot (NYSE:HUBS), Microsoft (NASDAQ:MSFT), and ServiceNow (NYSE:NOW) as top software ...

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The company forecasts more upside from Agentic AI's proliferation, higher business IT spending, and continuous cloud adoption.\n\nWarning! GuruFocus has detected 3 Warning Sign with CRM.\n\nWhile HubSpot gains from a boom in small and medium-sized business activities, Salesforce leads in combining this technology into front-office processes.Using AI developments in infrastructure and applications, Microsoft gains an advantage; ServiceNow keeps great momentum using its cloud and back-office systems.\nOther noteworthy references are Datadog (NASDAQ:DDOG), for its observability, GitLab (NASDAQ:GTLB), for its DevOps breakthroughs, and Global E-Online (NASDAQ:GLBE), a leader in cross-border e-commerce. With more effective measurements and more market possibilities, five 9 (NASDAQ:FIVN), Monday.com (NASDAQ:MNDY), and Asana (NYSE:ASAN) also indicate upside potential ahead.This article first appeared on \nGuruFocus.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2503575794"}