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Arete Wealth Advisors’s Sprinklr CXM Stock Holding History

Arete Wealth Advisors’s Portfolio CXM Stock Details CXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-51,614
Closed -$436K – 733
2024
Q4 		$436K Sell
51,614
-12,355
-19% -$98.7K 0.03% 450
2024
Q3 		$494K Sell
63,969
-25,800
-29% -$227K 0.04% 379
2024
Q2 		$864K Sell
89,769
-15,250
-15% -$170K 0.07% 265
2024
Q1 		$1.29M Buy
105,019
+38,198
+57% +$486K 0.12% 179
2023
Q4 		$805K Buy
66,821
+15,900
+31% +$218K 0.06% 297
2023
Q3 		$705K Sell
50,921
-2,000
-4% -$28.6K 0.12% 184
2023
Q2 		$732K Buy
+52,921
New +$684K 0.06% 282

Other funds holding CXM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
HFCII
H&F Corporate Investors IX San Francisco, California $65.2M AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Arete Wealth Advisors's CXM Position: Q1 2025 in Review

Arete Wealth Advisors sold out of Sprinklr (CXM) in Q1 2025, closing a stake of 51,614 shares — an estimated $436K sold.

Arete Wealth Advisors first reported a position in CXM in Q2 2023 and held it in 7 quarters. The position peaked at $1.29M in Q1 2024. 213 funds tracked by Wall St. Rank hold CXM as of Q1 2025.

  • Arete Wealth Advisors reported no remaining Sprinklr position as of Q1 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 51,614 Sprinklr shares in Q1 2025, an estimated $436K.
  • Arete Wealth Advisors first reported a position in Sprinklr in Q2 2023 and held it in 7 quarters.
  • Arete Wealth Advisors's Sprinklr position peaked at $1.29M in Q1 2024.
  • 213 funds tracked by Wall St. Rank held Sprinklr as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.