Topic
Subscription business software sold to companies and run from the vendor's cloud, covering areas such as CRM, service and supply chain.
About a third of organizations in a 1,719-person McKinsey survey passed on at least one software purchase because they could build it with AI. The exposure is vendors' add-on revenue. Each builder also takes on upkeep a vendor would otherwise carry.
Reality
Starbucks is using AI to replace rented Microsoft and IBM software, Bloomberg reported, against a software bill of about $400 million a year. Whatever it saves has to cover the engineers who get paged when an in-house inventory system breaks before the morning rush.
Reality
At Dreamforce 2026 Salesforce showed a way into its software with no user interface at all. The analysts who covered the event say the pricing is unsettled and the agent stack underneath is still early.
Reality
AIforce opens Salesforce data, workflows and permissions to Claude, Slack and its own Lightning screen with no migration. The adoption figure it gave for Agentforce Coworker counts activations over 35 days.
Reality
Salesforce, FactSet, S&P Global and Moody's have all wired their data into Claude and ChatGPT, and only Moody's will name a charging method, which leaves per-seat contracts metering a unit that agents no longer respect.
Reality
Salesforce named seven agents across sales, support, help desk and supply chain, and most of the new features are generally available now. The module it says lets Hunter plan across a multi-week deal ships in Hunter alone.
Reality