Creative Planning
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Creative Planning’s Sprinklr CXM Stock Holding History

Creative Planning’s Portfolio CXM Stock Details CXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$198K Sell
23,451
-8,572
-27% -$72.5K ﹤0.01% 3214
2025
Q1 		$267K Buy
32,023
+13,018
+68% +$109K ﹤0.01% 2848
2024
Q4 		$161K Buy
+19,005
New +$161K ﹤0.01% 3033