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.
UpdatedMarkets
11 words · 7 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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| AgentForce / Agent Force | Yes | 41 | 45 | ✓ | 96%n=1+tx from settlement history blended with transcripts | Hear it 3:43, AgentForce / Agent Force | – |
| Trillion | Yes | 5 | 5 | ✓ | 91%n=1+tx from settlement history blended with transcripts | Hear it 2:03, Trillion | – |
| Consumption | Yes | 3 | 4 | ✓ | 91%n=1+tx from settlement history blended with transcripts | Hear it 9:06, Consumption | – |
| Acquisition | Yes | 3 | 3 | ✓ | 90%n=1+tx from settlement history blended with transcripts | Hear it 7:23, Acquisition | – |
| Microsoft | Yes | 2 | 2 | ✓ | 63%n=1+tx from settlement history blended with transcripts | Hear it 35:02, Microsoft | – |
| Flex Credit | Yes | 2 | 2 | ✓ | 51%n=1+tx from settlement history blended with transcripts | Hear it 41:07, Flex Credit | – |
| AWS / Amazon | Yes | 1 | 1 | ✓ | 65%n=1+tx from settlement history blended with transcripts | Hear it 50:24, AWS / Amazon | – |
| Japan | No | 0 | 0 | ✓ | 78%n=1+tx from settlement history blended with transcripts | – | |
| Einstein | No | 0 | 0 | ✓ | 69%n=1+tx from settlement history blended with transcripts | – | |
| Zero Copy | No | 0 | 0 | ✓ | 61%n=1+tx from settlement history blended with transcripts | – | |
| Reasoning | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
6 matches for “Commerce”; 5 quoted, at least 25 words apart.
…360 application, and it's changing how organizations operate across service, sales, marketing, commerce, and so much more. Nowhere is this more evident than in customer…
…Data 360, and Slack. Both metrics were partially offset by softness in Commerce Cloud and in Tableau. We're driving durable growth through operational excellence. We…
…Data 360, and Slack, partially offset by ongoing weakness in Marketing and Commerce and increased softness in Tableau bookings and renewals. We also expect greater…
…bookings trends are lagging a little bit. It feels like Tableau is dragging on the business a little bit, Commerce Cloud dragging on the business.
…I have access to so many ways to interrogate my Sales Cloud. Commerce Cloud, Marketing Cloud, everything has been transformed. There is a big growth.…
Where the listed words were said
…customers, all of them Slack customers, building these incredible new capabilities with Agentforce. We secured a record 98 Q1 deals with over $1 million in…
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…
…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.…
…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…
…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…
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…
…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