As a group, new offerings have outperformed the broader market this year -- up 14% versus an 11.8% return for the S&P 500. Workday (NYSE:WDAY) deserves some credit for the win. The cloud-based provider of human resources and financial management software has seen its shares soar from its $28 issue price.

Foolish investors have yet to get behind the stock, and I can't blame them. The company is courting competition from the likes not only of NetSuite (NYSE:N) in financial management and Informatica (NASDAQ:INFA) in integration but also one of its signature customers: salesforce.com (NYSE:CRM). Find out more in the following video.

Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team and the Motley Fool Supernova Odyssey I mission. He owned shares of salesforce.com at the time of publication. Check out Tim's Web home and portfolio holdings or connect with him on Google+Tumblr, or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.

The Motley Fool owns shares of Microsoft and salesforce.com and has created a synthetic short position on salesforce.com. Motley Fool newsletter services have recommended buying shares of salesforce.com, Informatica, and Netsuite, as well as creating a synthetic covered call position in Microsoft. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. Try any of our Foolish newsletter services free for 30 days. The Motley Fool has a disclosure policy.