CRM vs NOW: AI Stock Comparison

Salesforce, Inc. vs ServiceNow, Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

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Tie: both score 3/5 on AI exposure under our rubric; compare the catalysts and risks below. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$CRM
Salesforce, Inc.
CRM leader pushing Agentforce AI agents.
$NOW
ServiceNow, Inc.
Enterprise workflow platform with AI agents.
AI exposure score⚡⚡⚡⚡⚡ 3/5⚡⚡⚡⚡⚡ 3/5
Shares outstanding823.0M
as of 2026-08-20 · 10-Q cover page · SEC filing
1.04B
as of 2026-09-30 · 10-Q cover page · SEC filing
CategoryCloud softwareCloud software
Key metrics
Revenue (latest quarter) $11.35B
10-Q period ended 2026-07-31; +11% y/y · SEC filing
Gross margin 76.7%
Gross profit / revenue, same quarter · SEC filing
Operating income $2.33B
Same quarter; 21% operating margin · SEC filing
Revenue (latest quarter) $4.11B
10-Q period ended 2026-09-30; +21% y/y · SEC filing
Gross margin 70.5%
Gross profit / revenue, same quarter · SEC filing
Operating income $385.0M
Same quarter; 9% operating margin · SEC filing
Next earnings
Dec 2, 2026 expected
Salesforce, Inc. quarterly earnings · source
Not yet announced / not on our calendar
Next catalyst
Dec 2, 2026 expected
Salesforce, Inc. quarterly earnings · source
Not yet announced / not on our calendar
Upcoming catalysts
Dec 2, 2026 expected
Salesforce, Inc. quarterly earnings · source
None tracked
Most recent reportedNot yet announced / not on our calendar
Oct 28, 2026
ServiceNow, Inc. reports quarterly results · source
Enterprise AI-agent monetization in software. Revenue: $4.11B (+21% y/y), per 10-Q.
Key risks
  • “We may be subject to risks from governmental sanctions and export and import controls that could impair our ability to compete in international markets and subject us to liability if we are…” — 10-K risk factor (filed 2026-03-02) · source
  • “Social, ethical, and regulatory issues, including the development, deployment, use or capabilities of AI in our offerings, may result in reputational harm, legal liability and increased…” — 10-K risk factor (filed 2026-03-02) · source
  • “Incorporating AI technology into our offerings may result in operational, legal, regulatory, ethical and other challenges.” — 10-K risk factor (filed 2026-01-29) · source
  • “Laws, regulations and customer expectations regarding the use, storage and movement of data may restrict our ability to continue to optimize our platform.” — 10-K risk factor (filed 2026-01-29) · source
AI angle

Salesforce sells AI agents (Agentforce) and data cloud on top of its CRM apps; AI monetization is a key debate for its growth rate.

ServiceNow embeds generative AI and agents in IT, HR and customer workflows; AI-tier upsell is a growth lever on a large subscription base.

Full analysis: $CRM →Full analysis: $NOW →

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