Salesforce (CRM): FY26 Q3 earnings call, Dec 3, 2025
On its Dec 3, 2025 earnings call (FY26 Q3), Salesforce said 8 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
11 words · 8 settled yes · our count agreed on 11 of 11- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| AgentForce / Agent Force | Yes | 55 | 59 | ✓ | 93%transcripts from the transcript model | – |
| Trillion | Yes | 11 | 11 | ✓ | 85%transcripts from the transcript model | – |
| Consumption | Yes | 6 | 6 | ✓ | 83%transcripts from the transcript model | – |
| Japan | Yes | 6 | 6 | ✓ | 75%transcripts from the transcript model | – |
| Acquisition | Yes | 4 | 4 | ✓ | 80%transcripts from the transcript model | – |
| Reasoning | Yes | 2 | 3 | ✓ | 37%transcripts from the transcript model | – |
| Zero Copy | Yes | 1 | 2 | ✓ | 65%transcripts from the transcript model | – |
| Einstein | Yes | 1 | 1 | ✓ | 62%transcripts from the transcript model | – |
| AWS / Amazon | No | 0 | 0 | ✓ | 80%transcripts from the transcript model | – |
| Microsoft | No | 0 | 0 | ✓ | 76%transcripts from the transcript model | – |
| Flex Credit | No | 0 | 0 | ✓ | 47%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
15 matches for “Informatica”; 5 quoted, at least 25 words apart.
…core of our organic innovation. We're making these disciplined strategic acquisitions like Informatica, also now online. In the company. We're really excited about the harmonization,…
…quarter. And I couldn't be more excited about completing our acquisition of Informatica It's three months ahead of schedule as we like it here at…
…You know, when you look at Data three sixty plus MuleSoft plus Informatica, Micah's doing got his out trying to figure out if I'm right,…
…taking off. The third area I wanna cover is responsible capital allocation. Informatica enhances our trusted data foundation. And it will be accretive within twelve…
…year. Turning to guidance. I want to frame our outlook inclusive of Informatica. To help you model this clearly where relevant, I'll give our organic…
Where the listed words were said
…gonna talk to you about that. And we've delivered incredible results with AgentForce. It's really exceeding our expectations. We're gonna hit all the details, but…
…hit it last time exactly. But agent forces process more than 3.2 trillion tokens. So 3.2 trillion tokens for our LLM gateway so far. And…
…like all these great companies that we've been talking about. And the consumption flywheel is gaining traction. In the quarter, more than 50% of new…
…customer examples it's happening around the world. I just got back from Japan and I saw it there. I was in The UK. I saw…
…over year in constant currency. As a reminder, we are lapping our acquisition of OWN in Q4 FY 'twenty five which represents slightly under a…
…LLM as much as we do. And that's why we built hybrid reasoning and agent script, and our AI teams are just crushing it. On…
…already been doing predictive AI and you know, all the kind of Einstein, you know, AI. But now with Agent Force, it's another level, and…
Agents: this page as TSV at /api/v1/appearances/salesforce:2025-12-03:earnings_call · words: /api/v1/brief?appearance=salesforce:2025-12-03:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP