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 “MCP”; 1 quoted, at least 25 words apart.

Robin Washingtoncompanyprepared · 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…

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“Customer Zero” · prepared · 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…

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