Investors seeking to conquer the cloud should start by snapping up shares of Adobe (ADBE) , Salesforce (CRM) , Workday (WDAY) and Wix.com (WIX) , said Samad Samana enterprise analyst at Stephens. "Adobe is a high quality, high growth story," said Samana. "They dominate content creation and are at the forefront of digital disruption at the largest enterprises." Samana is also bullish on Salesforce, which is down almost 10% year-to-date and is reportedly kicking Twitter's (TWTR) tires. "Salesforce defines itself as a social enterprise and Twitter is one of the last transformative social media acquisitions around, so it is possible," said Samana. "But it would be poorly received by investors because Salesforce is already is a leader in the cloud and Twitter is not a 'must-own' entity."
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