Quick Read – CRM’s Agentforce ARR surged 205% to $1.2 billion, but NOW’s 22.5% cRPO growth and security acquisitions make it the stronger 18-month bet. – Salesforce funded a $25 billion share repurchase by pushing noncurrent debt to $39 billion, while ServiceNow channels capital…
to acquisitions targeting agentic security. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Salesforce didn’t make the cut. Grab the names FREE today
Salesforce (NYSE:CRM) and ServiceNow (NYSE:NOW) both just delivered results that reset the enterprise AI conversation. Salesforce posted $11.13 billion in Q1 FY27 revenue on May 27, 2026, leaning on Agentforce and a massive buyback. ServiceNow closed FY25 on January 28, 2026 with $3.568 billion in Q4 revenue and a wave of security-focused acquisitions.
Two AI platforms, two very different playbooks. Agentforce Carries Salesforce. Workflow M&A Carries ServiceNow.