This analyst upgraded Salesforce & ServiceNow, but not because they'll be AI winners

Guggenheim Securities analyst John DiFucci upgraded Salesforce and ServiceNow, citing factors beyond AI leadership, amid concerns over an AI-driven SaaSpocalypse.

This analyst upgraded Salesforce & ServiceNow, but not because they'll be AI winners Yahoo Finance Video Wed, July 8, 2026 at 2:00 p.m. GMT+2 CRM NOW Guggenheim Securities senior research analyst and senior managing director for software, John DiFucci, explains why he upgraded ServiceNow NOW and Salesforce CRM despite the AI-driven SaaSpocalypse. Terms and Privacy Policy EU DSA Contact Privacy & Cookie Settings