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.

7 matches for “Anthropic”; 5 quoted, at least 25 words apart.

Marc Benioffcompanyprepared · 3:33Hear it 3:32, Marc Benioff

…agentic enterprises with Salesforce. We're going to talk about that today. OpenAI, Anthropic, Google, companies building the future of AI, all of them Salesforce customers,…

Marc Benioffcompanyprepared · 9:59Hear it 9:53, Marc Benioff

…Bay Area here is using to run their business, including OpenAI and Anthropic, transforming our customers into agentic enterprise. Slack was nearly half of our…

Marc Benioffcompanyprepared · 10:18Hear it 10:18, Marc Benioff

Anthropic calls Slack its core operating system, and that's what Slack is becoming for every enterprise. All of our apps are Slack first. Now a…

Miguel Milanocompanyqa · 52:14Hear it 52:13, Miguel Milano

…be accessing our platform. That's example number one. Example number two is Anthropic. Anthropic is one of our biggest users of CRM, of Sales Cloud,…

Marc Benioffcompanyqa · 56:49Hear it 56:48, Marc Benioff

…We're using their platform. We're using Codex, their coding tool. We're using Anthropic. We're using their platform and their coding tool, Coworker. We're using both…

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 · 2:05Hear it 2:01, Marc Benioff

We're going to talk about how we've processed 28.6 trillion tokens, up 152% quarter-over-quarter. No greater example of the tremendous adoption of these new agentic…

Marc Benioffcompany“Consumption” · prepared · 9:08Hear it 9:05, Marc Benioff

…any coding agent across any surface. It's going to speed implementations, drive consumption, more actions, more workflow, more data, more intelligence, all compounding across Salesforce.…

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