Cloud software stocks have started this year where they left off in 2025: selloff mode. The continued downward spiral is setting the stage for a flurry of acquisitions, investors told CNBC. The WisdomTree Cloud Computing Fund , which tracks cloud software, has dropped more than 8% so far this year, while the Nasdaq is slightly up. Leading software names like Salesforce , ServiceNow and Adobe are down more than 14% after badly underperforming the market a year ago. The overriding concern is that