Which Company Is Next To Hit $100B In Market Cap (CRM) (PANW) (TEAM) - Morgan Stanley

The Morgan Stanley Software team put their head together trying to figure out the next company to hit $100B in market cap and it came back with 3 names: Salesforce.com (CRM), Palo Alto Networks (PANW) and Atlassian Corp (TEAM).

salesforce.com (NYSE: CRM) was voted most likely to succeed as the leader in SaaS-based applications and has 40%+ share of the Sales Force Automation market.

Palo Alto Networks (NYSE: PANW) is most effective consolidator but in order to reach the $100B threshold, the company would need to expand beyond Security.

Atlassians (NASDAQ: TEAM) is a play on App Development for the Masses and could reach a $100B marketcap by extending their easy-to-use workflow automation engine to the broader information worker base allowing people to develop their own application.

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