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.
7 matches for “Tableau”; 5 quoted, at least 25 words apart.
…now, not just, you know, sales, service, marketing, commerce, all of them, Tableau, Slack, our new ITSM, supply chain products, They're all been rebuilt, and…
…partially offset by a faster than anticipated mix shift to cloud for Tableau and on-prem revenue timing in Tableau and MuleSoft. As we've shared with…
…weaknesses in marketing and commerce, and the on-prem dynamic for MuleSoft and Tableau. Informatica will contribute approximately 80 basis points of additional growth. Resulting in…
…$25 million FX headwind since last quarter and the on-prem dynamic for Tableau and MuleSoft. We anticipate a contribution of approximately 80 basis points from…
…in marketing. It's gonna happen in commerce. It's gonna happen across every Tableau, across every single product. Every single product had to be rebuilt, so…
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…
…That's the 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…
…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…
…Up a 119% year over year, and that includes 15 trillion through zero copy data integration, up 341% year over year, So Dentsu, Moody's, KPMG,…
…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