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Software stocks stabilized after a weak start to 2026, with May being the sector's best month in over two decades. Salesforce reported fiscal Q1 2027 revenue of $11.1 billion, up 13% year over year, partly from its Informatica acquisition. Agentforce annual recurring revenue surpassed $1 billion, up 205% year over year. ServiceNow automates digital workflows for large organizations. Both stocks are down meaningfully in 2026.
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