Salesforce, Inc. (CRM) Discusses AI Monetization, Product Momentum and Platform Integration Transcript

Salesforce, Inc. (CRM) Discusses AI Monetization, Product Momentum and Platform Integration September 1, 2026 11:00 AM EDT Company Participants Mark Murphy Valmik Desai - Senior Director of Investor Relations Connor Marsden Bill Patterson - Executive VP & GM of CRM Applications Presentation Mark Murphy Good morning, and thank you for joining us for our Q2 FY '27 IR webinar on product adoption and momentum. I am Mark Murphy, EVP of Global Investor Relations. Here with Valmik Desai on the far end, representing the IR team for Salesforce. We're very grateful to be joined by Bill Patterson, President and Chief Commercial Officer, sitting next to Valmik; as well as Connor Marsden, President of Sales and Chief Consumption Officer. These are 2 very dynamic and impactful thought leaders in the industry. Gentlemen, first off, thank you for joining us this morning. Valmik Desai Senior Director of Investor Relations Good morning. Great to be here. Mark Murphy Our goal with this is to address investors' most common questions and topics leading both into and out of our earnings report last week. Those are going to include AI monetization, AI force and other product and partnership announcements, including the one relating to Claude, infusion of AI across the platform. We're going to give you a couple of customer stories to try to demystify what is actually happening on the ground. Before we begin, I want to read you this disclaimer. Some of our comments today may contain forward-looking statements that are subject to risks, uncertainties and assumptions, which could change. Should any of these risks materialize or should our assumptions prove to be incorrect, actual company results or outcomes could differ materially from these forward-looking statements. A description of these risks, uncertainties and assumptions and other factors that could affect our financial results or outcomes is included in