Salesforce.com (CRM) stock surged 5.06% in Monday's pre-market trading session, outperforming the broader market amid growing concerns over tariff uncertainties. The significant uptick comes as investors seek refuge in software companies, which are perceived to be more resilient in the face of potential trade disruptions.

The rally in Salesforce shares can be attributed to a recent report from Wedbush Securities, which highlighted large-cap software firms as potentially more insulated from tariff-related risks compared to their hardware counterparts. Analysts at Wedbush specifically mentioned Salesforce, along with other tech giants like IBM, Microsoft, Oracle, and ServiceNow, as companies expected to weather the storm better than most in the tech sector.

This positive outlook for software companies comes at a time when the broader tech industry faces what Wedbush analysts describe as a "Category 5 storm" due to ongoing U.S. and global tariff negotiations. While the firm warns that revenue forecasts across the tech sector could decline by 5% to 10% if current policies remain in place, software firms like Salesforce are seen as defensive plays that could benefit from a market rotation away from more vulnerable tech segments such as semiconductors.