Salesforce.com (CRM) shares soared 5.06% in pre-market trading on Monday, as the company finds itself among a group of large-cap software firms expected to show resilience amid growing tariff uncertainties. This surge comes as tech investors are reassessing their exposure to various sectors in light of potential trade policy changes.

According to a note from Wedbush Securities, software companies like Salesforce, along with other tech giants such as IBM, Microsoft, Oracle, and ServiceNow, are anticipated to be more insulated from the impact of tariffs compared to their hardware counterparts. Analysts suggest that this could lead to a rotation away from semiconductors and toward software stocks, potentially intensifying as market risks increase.

The positive outlook for Salesforce and its peers stems from their perceived ability to navigate what Wedbush describes as a "Category 5 storm" for the broader tech sector. While the firm warns that revenue forecasts across the tech industry could still decline by 5% to 10% if current tariff policies remain in place, software companies are expected to fare better than most.

However, investors should note that risks remain, including potential enterprise spending delays and deal slippage. As the market continues to grapple with uncertainty surrounding U.S. and global tariff negotiations, Salesforce's strong performance today suggests that investors are finding refuge in software stocks as a defensive play in an increasingly volatile tech landscape.