Salesforce continues to show "great growth," added trader Pete Najarian. However, SAP and other competitors could "start to catch up," said trader Steve Grasso.
SAP shares have climbed about 14 percent this year.
Long AAPL, AMAT, BAC, BMY, BP, CSX, DIS, DISCA, DKS, FOXA, GE, KKR, KO, MRK, PEP, PFE, PHM he is long calls AAPL, ABX, BAC, BEE, DAL, DOW, EMR, FIT, JOY, LB, LUK, MRK, MSFT, PBR, PFE, POT, SLV, TJX, UA, UAL, VZ, WYNN, XLF, ZIOP He is long puts EWW, FCX, MRO
Steve is Long AAPL, BA, BAC, CC, DD, DIS, DECK, EVGN, KBH, MJNA, MBLY, MU, OLN, PFE, PHM, T, TWTR, GDX firm is long IBM, SHLD, AMZN kids own EFA, EFG, EWJ, IJR, SPY
Brian Kelly is long BBRY, GDX calls, GLD, Bitcoin, Hong Kong Dollar, US Dollar; he is short Yuan, British Pound, Candaian Dollar, Euro, GSG, Swiss Franc, Yen, EEM, EWC, EWH, EWU, EWG, SPY
Guy Adami is long CELG, EXAS, INTC, Guy Adami's wife, Linda Snow, works at Merck.