Salesforce (CRM): FY27 Q1 earnings call, May 27, 2026

On its May 27, 2026 earnings call (FY27 Q1), Salesforce said 7 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each, with timed clips.

Updated

Markets

11 words · 7 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 speakersAgreesProbabilityClipMarket
AgentForce / Agent Force Yes4145✓96%n=1+tx from settlement history blended with transcriptsHear it 3:43, AgentForce / Agent Force–
Trillion Yes55✓91%n=1+tx from settlement history blended with transcriptsHear it 2:03, Trillion–
Consumption Yes34✓91%n=1+tx from settlement history blended with transcriptsHear it 9:06, Consumption–
Acquisition Yes33✓90%n=1+tx from settlement history blended with transcriptsHear it 7:23, Acquisition–
Microsoft Yes22✓63%n=1+tx from settlement history blended with transcriptsHear it 35:02, Microsoft–
Flex Credit Yes22✓51%n=1+tx from settlement history blended with transcriptsHear it 41:07, Flex Credit–
AWS / Amazon Yes11✓65%n=1+tx from settlement history blended with transcriptsHear it 50:24, AWS / Amazon–
Japan No00✓78%n=1+tx from settlement history blended with transcripts–
Einstein No00✓69%n=1+tx from settlement history blended with transcripts–
Zero Copy No00✓61%n=1+tx from settlement history blended with transcripts–
Reasoning No00✓50%n=1+tx from settlement history blended with transcripts–

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.

24 matches for “Agentic”; 5 quoted, at least 25 words apart.

Marc Benioffcompanyprepared · 2:11Hear it 2:07, Marc Benioff

…152% quarter-over-quarter. No greater example of the tremendous adoption of these new agentic products by our customers and how we've converted those into 3.8 billion…

Marc Benioffcompanyprepared · 2:44Hear it 2:43, Marc Benioff

…to hear from them in just a second. We're the number one agentic CRM, transforming every company into an agentic enterprise. Now, let me tell…

Marc Benioffcompanyprepared · 3:26Hear it 3:21, Marc Benioff

…flow. Tens of thousands of businesses across every industry are building their agentic enterprises with Salesforce. We're going to talk about that today. OpenAI, Anthropic,…

Marc Benioffcompanyprepared · 4:36Hear it 4:30, Marc Benioff

…152% quarter-over-quarter, and converted them into 3.8 billion, as I mentioned already, agentic work units for our customers up 111% quarter-over-quarter. Agentforce now powering every…

Marc Benioffcompanyprepared · 10:01Hear it 9:55, Marc Benioff

…to run their business, including OpenAI and Anthropic, transforming our customers into agentic enterprise. Slack was nearly half of our million-plus wins this quarter, up…

Where the listed words were said

Marc Benioffcompany“AgentForce / Agent Force” · prepared · 4:10Hear it 4:08, Marc Benioff

…ELA with us during the quarter. Awesome. We're seeing incredible demand for Agentforce with ARR now greater than $1 billion. Combined with Data 360 and…

Marc Benioffcompany“Trillion” · prepared · 9:24Hear it 9:22, Marc Benioff

…are. Since launch in April, we've already processed 4.5 million MCP calls into our platform. Q1 alone, we processed nearly 1 trillion API calls. Incredible.

Robin Washingtoncompany“Consumption” · qa · 41:43Hear it 41:40, Robin Washington

…renewal timing. The more we get this flywheel growing and think about consumption, its view as a leading indicator in how it's going to change…

Marc Benioffcompany“Acquisition” · prepared · 7:25Hear it 7:23, Marc Benioff

…running right on our homepage as well. In Q1, we completed the acquisition of Qualified and integrated Piper, their SDR agent into Salesforce, brought all…

Marc Benioffcompany“Microsoft” · qa · 35:04Hear it 34:58, Marc Benioff

…but also create agents, and those agents can appear in Slack, in Microsoft Teams, in other applications, even in an app that's going to run…

Miguel Milanocompany“Flex Credit” · qa · 41:09Hear it 41:09, Miguel Milano

By selling Flex Credits, by putting fuel in the tank. Six of the top 10 deals were ILAs, unlimited enterprise license agreements, where we threw…

Patrick Stokescompany“AWS / Amazon” · qa · 50:26Hear it 50:22, Patrick Stokes

…building something on a competitive platform to Salesforce or on Google or AWS or one of our partners, but at some point you're going to…

Agents: this page as TSV at /api/v1/appearances/salesforce:2026-05-27:earnings_call · words: /api/v1/brief?appearance=salesforce:2026-05-27:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP