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coded apps replace Salesforce and ServiceNow?

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Sig1.45Sen-4.60Env0.00Soc0.00Gov0.00

Market valuations aside, investors sentiment shows in Salesforce’s CRM and ServiceNow’s ITSM shares, down about 40% from December 2024 peaks. AI could threaten SaaS’s seat-based model: companies may need fewer staff or fewer employees using such tools. Businesses are shifting from SaaS toward AI vibe-coded home-grown apps; one example replaced a marketing automation tool, where extracting and validating emails consumes credits and limits output to around 10k prospects per month.

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