Microsoft vs. Salesforce: One Software Stock Remains a Top Pick, the Other Has Something to Prove, Says RBC

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Microsoft (NASDAQ:MSFT) and Salesforce (NYSE:CRM) sell to many of the same corporate customers, and both are betting that AI agents, software that can carry out tasks on its own, will become a major source of revenue. Today, Microsoft got an uncomfortable reminder of how much those customers rely on it. A global outage that started Thursday afternoon knocked Outlook and parts of Teams, Copilot and other Microsoft 365 services offline for millions of users, and it dragged into Friday after the first fixes didn't hold. Microsoft says it has found no sign of malicious activity. Microsoft shares are down around 1.5% in premarket trading on Friday. Salesforce has had a tough year of its own, with the stock down about 18% year to date.