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Coppell Advisory Solutions’s Sprinklr CXM Stock Holding History

Coppell Advisory Solutions’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
-1,198
Closed -$10.2K – 657
2024
Q4 		$10.2K Hold
1,198
– – ﹤0.01% 1106
2024
Q3 		$9.26K Hold
1,198
– – ﹤0.01% 1109
2024
Q2 		$11.5K Buy
+1,198
New +$13.4K ﹤0.01% 963
2023
Q4 		$14.2K Buy
+1,191
New +$16.3K ﹤0.01% 843

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

Coppell Advisory Solutions's CXM Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Sprinklr (CXM) in Q1 2025, closing a stake of 1,198 shares — an estimated $10.2K sold.

Coppell Advisory Solutions first reported a position in CXM in Q4 2023 and held it in 4 quarters. The position peaked at $14.2K in Q4 2023. 213 funds tracked by Wall St. Rank hold CXM as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Sprinklr position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,198 Sprinklr shares in Q1 2025, an estimated $10.2K.
  • Coppell Advisory Solutions first reported a position in Sprinklr in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Sprinklr position peaked at $14.2K in Q4 2023.
  • 213 funds tracked by Wall St. Rank held Sprinklr as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.