Salesforce (CRM): FY27 Q2 earnings call, Aug 26, 2026

On its Aug 26, 2026 earnings call (FY27 Q2), Salesforce said 10 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each, with timed clips.

Updated

Markets

14 words · 10 settled yes · our count agreed on 14 of 14

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
Anthropic Yes1113✓84%transcripts from the transcript modelHear it 1:30, Anthropic–
Slackbot Yes99✓84%transcripts from the transcript modelHear it 22:45, Slackbot–
Data 360 Yes66✓83%transcripts from the transcript modelHear it 13:52, Data 360–
Coworker Yes44✓65%transcripts from the transcript modelHear it 45:20, Coworker–
Informatica Yes33✓89%transcripts from the transcript modelHear it 13:50, Informatica–
Commerce Yes22✓85%transcripts from the transcript modelHear it 10:12, Commerce–
MuleSoft Yes11✓87%transcripts from the transcript modelHear it 13:48, MuleSoft–
Customer Zero Yes11✓85%transcripts from the transcript modelHear it 39:23, Customer Zero–
OpenAI Yes11✓76%transcripts from the transcript modelHear it 22:32, OpenAI–
MCP Yes11✓73%transcripts from the transcript modelHear it 37:25, MCP–
Agentic Enterprise No00✓91%transcripts from the transcript model–
Tableau No00✓88%transcripts from the transcript model–
Token No00✓82%transcripts from the transcript model–
Headless 360 No00✓58%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.

1 match for “Customer Zero”; 1 quoted, at least 25 words apart.

Robin Washingtoncompanyprepared · 39:25Hear it 39:25, Robin Washington

…non-GAAP operating margin was 34.1%, and GAAP operating margin was 20.5%. As customer zero, we are putting Agentforce to work across our own business. Salesforce's…

Where the listed words were said

Marc Benioffcompany“Anthropic” · prepared · 1:32Hear it 1:30, Marc Benioff

…of both worlds. This is the number one AI in the world, Anthropic, and the number one CRM, Salesforce, coming together for the first time…

Marc Benioffcompany“Slackbot” · prepared · 22:47Hear it 22:47, Marc Benioff

…products directly into Slack because Slack is where their customers want them. Slackbot is our fastest adopted AI product ever. Five months after launch, it…

Marc Benioffcompany“Data 360” · prepared · 13:54Hear it 13:53, Marc Benioff

…we bought MuleSoft. It's why we bought Informatica. It's why we built Data 360. You're going to hear about our application layer. Of course, sales,…

Marc Benioffcompany“Coworker” · qa · 45:22Hear it 45:16, Marc Benioff

…of Slack that you are going to be seeing, as well as Coworker, which is something inside our Lightning interface, and other amazing things as…

Robin Washingtoncompany“Informatica” · prepared · 37:59Hear it 37:57, Robin Washington

…driven by continued momentum in Slack and Agentforce. We continue to accelerate Informatica's business. Subscription and support revenue was $10.82 billion, up 12% year-over-year in…

Marc Benioffcompany“Commerce” · prepared · 10:14Hear it 10:08, Marc Benioff

…be not just sales, not just service, not just marketing, not just commerce, not just analytics, but also IT service and other critical functionality. All…

Robin Washingtoncompany“MCP” · prepared · 37:27Hear it 37:27, Robin Washington

…already work, Slack, Claudeforce, and with AI Force, many more to come. MCP and API usage grew significantly in the quarter as customers embed Salesforce…

Agents: this page as TSV at /api/v1/appearances/salesforce:2026-08-26:earnings_call · words: /api/v1/brief?appearance=salesforce:2026-08-26:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP