CNBC's Jim Cramer stated that enterprise software's comeback was the defining stock market story of the third quarter, with the iShares Expanded Tech-Software Sector ETF (IGV) rising 17% while the iShares Semiconductor ETF (SOXX) declined 11%. Cramer is bullish on Salesforce, which rallied 46% during the quarter, citing increased investor confidence in AI as a growth driver and the company's strong performance. He also favors Microsoft, up 37%, due to strong Copilot demand and accelerating Azure growth. Workday and Veeva also saw significant rallies of 55% and 60% respectively, as AI disruption fears eased. However, Cramer expressed concern about the impact of higher interest rates on the stock market going into the new quarter, following the Federal Reserve's September rate hike.