Salesforce vs ServiceNow

This page provides a factual comparison of Salesforce and ServiceNow, examining their respective business models, financial performance, and market context. Explore how these two prominent technology companies operate and perform in the current economic landscape. Our objective is to present an accessible overview for those interested in understanding key differences and similarities. Educational content, not financial advice.

This page provides a factual comparison of Salesforce and ServiceNow, examining their respective business models, financial performance, and market context. Explore how these two prominent technology ...

Comparison Snapshot

Key Financial Metrics

CRM

Metric

NOW

$197.53B

Market Cap

$123.43B

54.31%

Potential Profit

88.33%

Buy

Analyst Rating

Buy

Why It's Moving

Salesforce's AI Momentum Sparks Hopes for CRM Rebound Despite Recent Slump.

Agentforce generated $540M in recurring revenues in Q3 FY26, surging 330% year-over-year, with over 50% from existing clients highlighting strong cross-sell success.
AI tools drove $1.4B in combined recurring revenues, up 114%, underscoring Salesforce's edge in the booming enterprise AI ecosystem.
Wall Street consensus sets a $327 median price target with 'Moderate Buy' rating, backed by institutional accumulation and a confirmed price bottom near $225.

Sentiment:

🐃Bullish

ServiceNow Bounces as Oversold Signals Hint at Rebound Amid Institutional Buying Frenzy

Q4 subscription revenue surged 21% to $3.47 billion, beating expectations, yet shares dropped 11% post-earnings on fears of AI disruption and aggressive spending.
Stock deeply oversold with RSI at 25, flashing rebound potential, while recent 2.4% gain on high volume underscores building momentum.
Institutions scooped up over $6 billion in January—4% of market cap—forming a potential floor as FY26 growth outlook tests AI-driven acceleration.

Sentiment:

🐃Bullish

Salesforce's AI Momentum Sparks Hopes for CRM Rebound Despite Recent Slump.

Agentforce generated $540M in recurring revenues in Q3 FY26, surging 330% year-over-year, with over 50% from existing clients highlighting strong cross-sell success.
AI tools drove $1.4B in combined recurring revenues, up 114%, underscoring Salesforce's edge in the booming enterprise AI ecosystem.
Wall Street consensus sets a $327 median price target with 'Moderate Buy' rating, backed by institutional accumulation and a confirmed price bottom near $225.

Sentiment:

🐃Bullish

ServiceNow Bounces as Oversold Signals Hint at Rebound Amid Institutional Buying Frenzy

Q4 subscription revenue surged 21% to $3.47 billion, beating expectations, yet shares dropped 11% post-earnings on fears of AI disruption and aggressive spending.
Stock deeply oversold with RSI at 25, flashing rebound potential, while recent 2.4% gain on high volume underscores building momentum.
Institutions scooped up over $6 billion in January—4% of market cap—forming a potential floor as FY26 growth outlook tests AI-driven acceleration.

Sentiment:

🐃Bullish

Investment Analysis

Salesforce

CRM

Pros

Salesforce maintains dominant CRM market position with comprehensive customer engagement tools driving broad enterprise adoption.
AI integrations like Agentforce enhance predictive sales and service capabilities for scalable revenue growth.
Extensive industry-specific clouds and AppExchange ecosystem support flexible customisation across sectors.

Considerations

Recent stock score of 49 signals elevated risk relative to historical medians amid bearish technical trends.
High valuation multiples expose shares to volatility in a competitive enterprise software landscape.
Macroeconomic pressures on customer spending pose headwinds to subscription renewal rates.

ServiceNow

NOW

Pros

ServiceNow excels in workflow automation for IT service management with strong operational efficiency gains.
AI-driven tools like Now Assist optimise incident resolution and enterprise processes effectively.
Curated ServiceNow Store provides vetted extensions tailored for IT-heavy enterprise deployments.

Considerations

Extreme stock score of 4 indicates exceptionally high risk far below historical norms.
Niche focus on internal operations limits scalability compared to broader CRM platforms.
Past 12-month share underperformance of -26% trails Salesforce amid bearish price momentum.

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