Salesforce says per-seat is a constraint it's moving past.

Reported September 2, Salesforce is replacing straight per-seat licensing with a hybrid combining per-user fees, consumption charges, transaction billing and business-outcome pricing, with Marc Benioff calling the seat model "a constraint the company is moving past" and an opening to "build much more aggressive pricing." The numbers behind it: Agentforce work units reached 3.2 billion in Q2 FY2027, up 97% quarter over quarter, AI and Data ARR approaching $4 billion, Agentforce ARR at $1.5 billion. The largest seat-based SaaS vendor in the world conceding the unit it has billed on for two decades no longer tracks the value it delivers.