EP Wealth Advisors’s Sprinklr CXM Stock Holding History

EP 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	-12,466	Closed	-$105K	–	1303
2024 Q4	$105K	Buy	+12,466	New	+$99.6K	﹤0.01%	1200

Other funds holding CXM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

EP Wealth Advisors sold out of Sprinklr (CXM) in Q1 2025, closing a stake of 12,466 shares — an estimated $105K sold.

EP Wealth Advisors first reported a position in CXM in Q4 2024 and held it in 1 quarter. The position peaked at $105K in Q4 2024. 213 funds tracked by Wall St. Rank hold CXM as of Q1 2025.

EP Wealth Advisors reported no remaining Sprinklr position as of Q1 2025 after selling out during the quarter.
EP Wealth Advisors sold 12,466 Sprinklr shares in Q1 2025, an estimated $105K.
EP Wealth Advisors first reported a position in Sprinklr in Q4 2024 and held it in 1 quarter.
EP Wealth Advisors's Sprinklr position peaked at $105K in Q4 2024.
213 funds tracked by Wall St. Rank held Sprinklr as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.