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Salesforce.com (CRM +1%) rises a little on an upgrade to Outperform from Oppenheimer. The firm...

Salesforce.com (CRM +1%) rises a little on an upgrade to Outperform from Oppenheimer. The firm strikes a bullish tone on the enterprise cloud software space in general, and praises its favorites in the group for having "disruptive technologies." It also sees the flurry of M&A activity witnessed in the space over the last year continuing. Other recommended names: CNQR, KNXA, CTCT, DWRE, CARB, and (though cloud is only a small % of its sales) ORCL.
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