Top Software Stocks Highlighted for 2025

Bank of America has named Salesforce, HubSpot, Microsoft, and ServiceNow as top software stock picks for 2025, highlighting their potential growth driven by advancements in Agentic AI and shifts in enterprise IT spending. Salesforce, in particular, has gained attention for its AI product, Agentforce, which is expected to enhance customer service operations significantly. Analysts believe that despite recent rallying in the software sector, these companies' stock prices may not fully capture their growth potential. The focus on Agentic AI is seen as a key factor that could reshape labor dynamics in the industry. Other notable mentions include Microsoft, recognized for its AI infrastructure, and HubSpot, which is enhancing operations for small to medium businesses. Overall, the software sector is poised for further expansion as these companies leverage AI technologies to drive efficiency and innovation.