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.

Updated

Markets

11 words · 8 settled yes · our count agreed on 11 of 11

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
AgentForce / Agent Force Yes5559✓93%transcripts from the transcript model–
Trillion Yes1111✓85%transcripts from the transcript model–
Consumption Yes66✓83%transcripts from the transcript model–
Japan Yes66✓75%transcripts from the transcript model–
Acquisition Yes44✓80%transcripts from the transcript model–
Reasoning Yes23✓37%transcripts from the transcript model–
Zero Copy Yes12✓65%transcripts from the transcript model–
Einstein Yes11✓62%transcripts from the transcript model–
AWS / Amazon No00✓80%transcripts from the transcript model–
Microsoft No00✓76%transcripts from the transcript model–
Flex Credit No00✓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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

7 matches for “Token”; 3 quoted, at least 25 words apart.

Marc Benioffcompanyprepared

…all the details, but I think that you could see 3.2 trillion tokens delivered for our customers. It's all exceeding our expectations. We're gonna get…

Marc Benioffcompanyprepared

…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 we're…

Marc Benioffcompanyprepared

…of these foundation models. And that point that we did 3.2 trillion tokens let Bilbo Baggins know that we've got you know, adoption and usage…

Where the listed words were said

Marc Benioffcompany“AgentForce / Agent Force” · prepared

…and we have so many examples. But now about $500 million in agent force revenue, talking about customer agents. But, also, and what's really exciting…

Marc Benioffcompany“Trillion” · prepared

…formerly known as Data Cloud, In Q3, Data three sixty ingested 32 trillion records. 32 trillion records. Up a 119% year over year, and that…

Marc Benioffcompany“Consumption” · prepared

…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…

Marc Benioffcompany“Japan” · prepared

…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…

Marc Benioffcompany“Acquisition” · prepared

…in the 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…

Marc Benioffcompany“Reasoning” · prepared

…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…

Marc Benioffcompany“Einstein” · qa

…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