ServiceNow, Inc. (NYSE:NOW) stock jumped 9% Thursday as investors rotated into large-cap technology stocks and responded to upbeat enterprise-software signals from Salesforce, Inc. (NYSE:CRM).

• ServiceNow stock is among today’s top performers. Why is NOW stock surging?

Salesforce Results Lift Enterprise Software Sentiment

Salesforce surged after posting a second-quarter double beat, issuing upbeat guidance and announcing its new "Claude Force" partnership with Anthropic.

CEO Marc Benioff also highlighted Salesforce’s strongest net new annual order value growth in four years, sixfold growth in Agentforce usage and triple-digit Slack bookings growth. The upbeat commentary supported sentiment across workflow and enterprise-software stocks, including ServiceNow.