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Gilpin Wealth Management’s Sprinklr CXM Stock Holding History

Gilpin Wealth Management’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
Q3 		$159 Hold
32
– – ﹤0.01% 1197
2026
Q2 		$166 Sell
32
-20
-38% -$106 ﹤0.01% 954
2026
Q1 		$312 Buy
52
+43
+478% +$267 ﹤0.01% 755
2025
Q4 		$71 Buy
+9
New +$68 ﹤0.01% 897

Other funds holding CXM

AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's CXM Position: Q3 2026 in Review

Gilpin Wealth Management held its Sprinklr (CXM) position steady in Q3 2026 at 32 shares worth $159. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Gilpin Wealth Management first reported a position in CXM in Q4 2025 and has held it in 4 quarters since. The position peaked at $312 in Q1 2026. 8 funds tracked by Wall St. Rank hold CXM as of Q3 2026.

  • Gilpin Wealth Management held 32 shares of Sprinklr worth $159 as of Q3 2026.
  • Gilpin Wealth Management left its Sprinklr share count unchanged in Q3 2026.
  • Sprinklr made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1197 holding.
  • Gilpin Wealth Management first reported a position in Sprinklr in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Sprinklr position peaked at $312 in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Sprinklr as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.