Marc Benioff

Guest on the All-In podcast · 1 scored call

-12.1%

vs S&P +1.6% · -13.7pp

Each call below is scored as if you'd followed it— long a bull, an inverse-sized stake on a bear (capped at −100%) — from the day it aired to today, versus simply buying the S&P over the same window.

Scored calls

Company	Call	Date	Return	vs S&P
SalesforceCRM	Bullish	May 15, 2026	-12.1%	-13.7pp

In their words

Anthropic→Bullish

“Anthropic and they go, we don't know about those sex bots... we're gonna do coding agents. And it turned out Anthropic was right. And all of a sudden the rocket ship took off... when Anthropic 4.6 hit, Boom, everyone could code in their”

E273· May 15, 2026

Anthropic→Bullish

“have you seen Anthropic? I mean, it is a rocket ship. That will not stop because you can use this product to do these incredible, amazing things... we are going to probably use $300 million of Anthropic this year at Salesforce coding.”

E273· May 15, 2026

Salesforce→Bullish

“we'll do over $46 billion this year, more than $16 billion in cash flow... we want to buy back as much as we can... Everything's going to be cheaper to make. It's more efficient. I can do things that I just could not do before.”

E273· May 15, 2026

Visa→Bullish

“if you look at, you know, commerce in China, it is dominated by companies like Alibaba and, and these organizations who use these super apps It's not really all the way open for a Visa and a MasterCard. That would be incredible for those”

E273· May 15, 2026