"Salesforce (CRM is not immune to macroeconomic pressures, but the core business is strong. I am bullish on Atlassian (TEAM) as it provides large market opportunities and has a strong competitive position. Snowflake (SNOW) makes it easy for enterprises to move their data onto the cloud, but has a risk of a choppy quarterly performance," says Steve Koenig. "ServiceNow (NOW) is focused on providing service to large businesses and is expanding into HR management," adds Josh Strange.
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