EverSource Wealth Advisors’s Sprinklr CXM Stock Holding History

EverSource 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
2026 Q1	$13.4K	Buy	2,231 +1,615	+262%	+$10K	﹤0.01%	2759
2025 Q4	$4.79K	Buy	616 +24	+4%	+$183	﹤0.01%	3142
2025 Q3	$4.57K	Sell	592 -24	-4%	-$202	﹤0.01%	3197
2025 Q2	$5.21K	Buy	616 +460	+295%	+$3.68K	﹤0.01%	3145
2025 Q1	$1.3K	Buy	156 +64	+70%	+$560	﹤0.01%	3124
2024 Q4	$777	Buy	+92	New	+$735	﹤0.01%	3050

Other funds holding CXM

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

HFCII

H&F Corporate Investors IX San Francisco, California $65.2M AUM 28.14% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SG Americas Securities New York $92.9B AUM 36.98% 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

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

EverSource Wealth Advisors's CXM Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Sprinklr (CXM) stake by 262% in Q1 2026, buying an estimated $10K and bringing the position to 2,231 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2759.

EverSource Wealth Advisors first reported a position in CXM in Q4 2024 and has held it in 6 quarters since. 278 funds tracked by Wall St. Rank hold CXM as of Q1 2026.

EverSource Wealth Advisors held 2,231 shares of Sprinklr worth $13.4K as of Q1 2026.
EverSource Wealth Advisors bought 1,615 Sprinklr shares in Q1 2026, an estimated $10K.
Sprinklr made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2759 holding.
EverSource Wealth Advisors first reported a position in Sprinklr in Q4 2024 and has held it in 6 quarters since.
278 funds tracked by Wall St. Rank held Sprinklr as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.