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.

13 matches for “MCP”; 5 quoted, at least 25 words apart.

Marc Benioffcompanyprepared · 8:55Hear it 8:49, Marc Benioff

…also announced Headless 360, again, making all of Salesforce accessible through our MCP clients, APIs, CLI prompts. Headless 360 bringing together the humans, agents, and…

Marc Benioffcompanyprepared · 9:20Hear it 9:17, Marc Benioff

…where they 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…

Marc Benioffcompanyprepared · 10:34Hear it 10:32, Marc Benioff

…record, escalate to a human right in Slack. Slackbot is also an MCP client, so you can tell it to create a purchase order in…

Patrick Stokescompanyqa · 44:18Hear it 44:12, Patrick Stokes

…connect the underlying APIs, which you do through this layer that's called MCP. If you can connect those into the coding agents, it makes it…

Patrick Stokescompanyqa · 45:28Hear it 45:22, Patrick Stokes

…span multiple applications or multiple sources of information, you can now just take these MCP servers and plug them into any tool that you want.

Where the listed words were said

Marc Benioffcompany“AgentForce / Agent Force” · prepared · 3:45Hear it 3:39, Marc Benioff

…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…

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…

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