MARKETS
Markets

Salesforce's and ServiceNow’s Business Models Are in Danger, Expert Cautions: What Does It Mean For CRM and NOW?

Aug 18, 2026 · 11:46 AM ET· updated 1h ago
Salesforce's and ServiceNow’s Business Models Are in Danger, Expert Cautions: What Does It Mean For CRM and NOW?

Parnassus CIO Todd Ahlsten warns AI could pressure Salesforce and ServiceNow’s per-seat model as companies do more work with fewer employees.

Share
Why It Matters

An expert is warning that AI might let companies do the same work with fewer people, which could hurt Salesforce and ServiceNow because they charge per employee. When you see these companies, think about whether AI is really changing how many workers businesses need.

This read is generated by AI from raw market data and is for education only. It is not financial advice, not a signal, and not a recommendation to buy or sell.
Tickers in Play

Last session drawn · prints held ~15 minutes · licensed exchange data

Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.

Disclosure: Educational and informational purposes only — not financial advice. We educate, not advise. Market data may be delayed up to 15 minutes unless marked real-time. Past performance is not indicative of future results.