Carson Wealth (CWM LLC)
CXM icon

Carson Wealth (CWM LLC)’s Sprinklr CXM Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$322K Buy
53,705
+34,900
+186% +$217K ﹤0.01% 2333
2025
Q4 		$146K Buy
18,805
+8,993
+92% +$68.4K ﹤0.01% 2799
2025
Q3 		$76K Sell
9,812
-1,306
-12% -$11K ﹤0.01% 3189
2025
Q2 		$94K Buy
11,118
+8,085
+267% +$64.7K ﹤0.01% 2780
2025
Q1 		$25K Buy
3,033
+487
+19% +$4.26K ﹤0.01% 3508
2024
Q4 		$22K Buy
2,546
+213
+9% +$1.7K ﹤0.01% 3370
2024
Q3 		$18K Sell
2,333
-1,287
-36% -$11.3K ﹤0.01% 3422
2024
Q2 		$35K Buy
3,620
+1,904
+111% +$21.3K ﹤0.01% 2716
2024
Q1 		$21K Sell
1,716
-50
-3% -$637 ﹤0.01% 2862
2023
Q4 		$21K Sell
1,766
-1,665
-49% -$22.9K ﹤0.01% 2737
2023
Q3 		$47K Sell
3,431
-1,329
-28% -$19K ﹤0.01% 2100
2023
Q2 		$66K Sell
4,760
-464,401
-99% -$6M ﹤0.01% 1801
2023
Q1 		$6.08M Sell
469,161
-20,676
-4% -$210K 0.04% 287
2022
Q4 		$4M Sell
489,837
-93,118
-16% -$806K 0.03% 340
2022
Q3 		$5.38M Sell
582,955
-21,137
-3% -$238K 0.04% 269
2022
Q2 		$6.11M Buy
+604,092
New +$7.33M 0.05% 262
2022
Q1 		– Sell
-800,380
Closed -$12.7M – 3572
2021
Q4 		$12.7M Buy
+800,380
New +$13.1M 0.09% 189

Other funds holding CXM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HFCII
H&F Corporate Investors IX San Francisco, California $56M AUM 39.01% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CXM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Sprinklr (CXM) stake by 186% in Q1 2026, buying an estimated $217K and bringing the position to 53,705 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #2333.

Carson Wealth (CWM LLC) first reported a position in CXM in Q4 2021 and has held it in 17 quarters since. The position peaked at $12.7M in Q4 2021. 279 funds tracked by Wall St. Rank hold CXM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 53,705 shares of Sprinklr worth $322K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 34,900 Sprinklr shares in Q1 2026, an estimated $217K.
  • Sprinklr made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2333 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sprinklr in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Sprinklr position peaked at $12.7M in Q4 2021.
  • 279 funds tracked by Wall St. Rank held Sprinklr as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.