Competitors

Competitors describe Salesforce, Inc.'s market in their own filings and calls. These verified passages and visual pages show where their strategies meet, using source documents preserved in Sources.

ServiceNow (NOW)

The most direct strategic collision with Salesforce's core: ServiceNow is pushing its AI-agent platform (Now Assist) and a new CRM/sales-and-order-management front office straight at Salesforce's CRM franchise and Agentforce, arguing on its own calls that agentic AI makes the traditional CRM screen obsolete.

ServiceNow's CEO frames agentic AI as making the traditional CRM screen obsolete and positions ServiceNow's move into sales/order management and CRM.

William McDermott, Chairman and CEO: The CRM opportunity for ServiceNow is massive. According to industry experts, agentic AI represents a seismic shift that could render traditional CRM obsolete. By the end of this decade, enterprises will adopt systems of action driven by autonomous front-end agents. The future isn't a CRM screen; it's an omnipresent AI agent embedded in everyday tools. With our sales and order management solution and our acquisition of Logik.ai, we're not just entering CRM; we're reimagining it now.

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ServiceNow's stated Now Assist AI-agent traction: ACV surpassing $600M and doubling year over year, with 35 deals over $1M in the quarter.

William McDermott, Chairman and CEO: Now Assist NNACV outperformed expectations in Q4 and surpassed $600,000,000 in ACV. In Q4, Now Assist NNACV more than doubled year over year. We had 35 deals over $1,000,000 in Q4 alone. Our AI control tower deal volume nearly tripled.

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ServiceNow's stated CRM/industry-workflow deal traction (16 of its top 20 deals) and Now Assist tracking toward a $1B ACV target.

Gina Mastantuono, President and CFO: CRM and industry workflows were in 16 of our top 20 deals with 16 over $1 million, driven by strength in CPQ and sales and order management. […] Now Assist continues to outperform expectations, putting it on a trajectory to exceed our $1 billion target for 2026.

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Adobe (ADBE)

Adobe's Digital Experience business competes with Salesforce Marketing Cloud, Data Cloud and Agentforce: it markets the Adobe Experience Platform as a leading customer data platform and is racing out AI agents (Agent Orchestrator, CX Enterprise) for the same marketer buyer. Exhibits are limited to its Digital Experience segment, not Creative or Document Cloud.

Adobe's stated claim to lead customer-experience management and the 'customer data platform' category, serving 99 of the Fortune 100, with AEP-agent scale metrics.

Anil Chakravarthy, President, Digital Experience: Adobe pioneered the category of customer experience management. Enterprises around the world rely on our software to identify prospects, acquire new customers, engage and delight them with personalized experiences and grow customer lifetime value. We are the leading provider of content management systems for websites and mobile apps and the leading customer data platform that serves as the foundation in enterprises for digital customer engagement. We serve 99 of the Fortune 100 and are the digital platform of choice for Chief Marketing Officers and Chief Digital Officers for their ongoing campaigns and for major marketing moments like the Olympics and Super Bowl. […] In Q1, we introduced new AEP agents along with expanded agent orchestrator capabilities now available to all AEP customers via a try-and-buy program. The scale of our platform has grown to over 35 trillion segment evaluations and more than 70 billion profile activations per day.

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Adobe's stated market-share gains in AI marketing automation and its launch of CX Enterprise, an end-to-end agentic-AI system spanning the customer lifecycle.

Anil Chakravarthy, President, Digital Experience: The opportunity for AI-powered marketing automation and customer experience orchestration is large and growing, and we are continuing to gain market share and expand our leadership. […] Over 80% of AEP and AEM customers are now using agentic capabilities built into our products. […] At Adobe Summit in April, where we hosted over 14 thousand in person attendees, we launched Adobe CX Enterprise, a new end-to-end agentic AI system that simplifies how enterprises manage their entire customer life cycle from acquiring and engaging prospects to driving conversion and lasting loyalty. Adobe CX Enterprise brings together AI agents, agent skills, and model context protocol endpoints with an intelligence and governance layer to deliver reliable and auditable agentic workflows that enable highly personalized, differentiated customer experiences.

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Adobe's 10-K claim to be a 'market leader' in the Digital Experience category, integrating Experience Cloud apps on the Experience Platform with embedded AI.

We are a market leader in the fast-growing category addressed by our Digital Experience segment. The Adobe Experience Cloud apps and services are designed to manage customer journeys, enable personalized experiences at scale and deliver intelligence for businesses of any size in any industry. Our differentiation and competitive advantage are strengthened by our ability to use the Adobe Experience Platform to integrate our comprehensive set of solutions and our ability to embed AI into our product portfolio, such as with our new Adobe Experience Platform AI Assistant, a generative AI-powered conversational interface designed to help customers automate workflows and generate new audiences and journeys.

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Snowflake (SNOW)

Snowflake is the pure-play enterprise data platform whose thesis - own the governed single source of truth that AI runs on - directly contests Salesforce Data Cloud. It is also a coopetitor: it names Salesforce as a zero-copy data-sharing partner while positioning itself as the neutral layer that unifies Salesforce's data alongside everyone else's.

Snowflake's CEO describes zero-copy data-sharing agreements with Salesforce, ServiceNow, SAP and Workday, and casts Snowflake as the neutral layer unifying that data for agents.

Sridhar Ramaswamy, CEO (answering Barclays): Zero copy generally comes up in the context of SaaS vendors who are under a lot of pressure from their customers to share data. Many of them are busy creating data products on top of the data as a way to monetize, and zero copy or sometimes bidirectional data sharing agreements come up in that context as a faster, more efficient way for people to share data with each other. We see these as a win-win. We have these agreements with ServiceNow, Salesforce, SAP with the recent partnership, as well as Workday. […] I can tell you from personal experience that I'm not thinking when I'm looking at my sales data agent about whether this data comes from Workday or from Salesforce or from our own systems. I can focus on the logic of what needs to get done.

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Snowflake's CEO argues the AI winners will be whoever owns the governed 'single source of truth' for enterprises - the data-foundation role Salesforce Data Cloud also claims.

Sridhar Ramaswamy, CEO: I believe it's important to take a step back and assess the overall impact of AI on software. We dedicate considerable time to this area and our perspective is that the successful companies will be those that deliver a single source of truth for enterprises. No AI model can be effective if there are multiple conflicting sources of truth. Additionally, having integrated security, auditability, trust, and governance regarding data access is essential. While it is important to utilize top models, there are currently at least three or four leading model providers, and we collaborate with all of them. Our unique advantage, which has been present since the company's inception, is our ability to combine all these elements into a user-friendly product.

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Snowflake's 10-K scale and retention metrics: 13,328 customers, 790 of the Forbes Global 2000, 125% net revenue retention and $4.7B revenue - the incumbency Data Cloud contends with.

As of January 31, 2026, we had 13,328 total customers, increasing from 10,996 customers as of January 31, 2025. As of January 31, 2026, our customers included 790 of the Forbes Global 2000, based on the 2025 Forbes Global 2000 list, and those customers contributed approximately 43% of our revenue for the fiscal year ended January 31, 2026. […] As our customers experience the benefits of our platform, they typically expand their usage significantly, as evidenced by our net revenue retention rate, which was 125% as of January 31, 2026. […] For the fiscal years ended January 31, 2026, 2025, and 2024, our revenue was $4.7 billion, $3.6 billion, and $2.8 billion, respectively, representing year-over-year growth of 29% in each period.

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Shopify (SHOP)

Shopify competes with Salesforce Commerce Cloud, and increasingly at the enterprise and B2B end where it says it is winning brands off larger legacy commerce platforms. It also names Salesforce as a fellow participant in the commerce protocol it claims to have founded.

Shopify's stated claim to be winning enterprise commerce deals against custom-built solutions and larger existing enterprise platforms - the segment Salesforce Commerce Cloud serves.

Harley Finkelstein, President: The enterprise is transitioning to Shopify. As I mentioned last quarter, some of the largest companies in their industries are joining us. […] Many large enterprises, particularly those that have existed for decades, are discussing in their boardrooms how to choose a futureproof platform to embrace the future of commerce, and they are increasingly looking to Shopify. We are succeeding in sectors like food, manufacturing, education, and automotive, where we previously hadn't focused, and we are winning against both custom-built solutions and larger existing enterprise platforms. The quality and value of Shopify's enterprise product are unparalleled.

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Shopify names Salesforce among the participants in its Universal Commerce Protocol council while positioning itself as the founding member and standard-setter.

Harley Finkelstein, President: The partnership is deepening. Stripe recently joined our UCP Tech Council alongside Amazon, Meta, Microsoft and Salesforce; we were the founding member. And just to be clear, UCP is now becoming the industry standard and Shopify helped build it. It is the only standard that covers the full commerce journey end to-end.

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Shopify's 10-K notes that the majority of its GMV comes from merchants on its Shopify Plus plan and enterprise offerings - the higher tier that overlaps Salesforce Commerce Cloud.

While most merchants subscribe to our Basic and Grow plans, the majority of our gross merchandise volume ("GMV") has been generated from merchants subscribing to our Shopify Plus plan and enterprise offerings.

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Competitors

ServiceNow (NOW)

Adobe (ADBE)

Snowflake (SNOW)

Shopify (SHOP)

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