Salesforce, Victoria's Secret results 'bodes well' for U.S. economy -adviser

STORY: Shares of Salesforce jumped 9.88% after the enterprise software firm raised its full-year adjusted profit outlook and said it did not see any material impact from the uncertain broader economic environment.

"[It] supports our argument that companies that are well-positioned to offset some of the strength we've seen in the labor market by helping companies be move productive, I think, is a great theme to expect for the rest of the year," said Bruderman of results from Salesforce.

Shares of Victoria's Secret climbed 9% after the lingerie brand topped first-quarter profit estimates as costs fell.

Bruderman also said Microsoft and medical companies were good investment opportunities.