Salesforce and Other Business-Software Companies Are in a Sweet Spot, Analyst Says

Software companies that help businesses sell more could be poised to outperform rivals in other parts of the industry.

UBS said in a research note Friday that companies like (ticker: CRM), Adobe (ADBE), Zendesk (ZEN), and HubSpot (HUBS) will continue to grow faster than the broader software market even if the spending environment deteriorates.