Paces Ferry Wealth Advisors’s Sprinklr CXM Stock Holding History

Paces Ferry 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	$633K	Buy	105,481 +35	+0%	+$217	0.26%	53
2025 Q4	$820K	Hold	105,446	–	–	0.33%	50
2025 Q3	$814K	Hold	105,446	–	–	0.34%	49
2025 Q2	$892K	Hold	105,446	–	–	0.41%	45
2025 Q1	$880K	Hold	105,446	–	–	0.44%	41
2024 Q4	$891K	Hold	105,446	–	–	0.43%	45
2024 Q3	$815K	Hold	105,446	–	–	0.47%	44
2024 Q2	$1.01M	Hold	105,446	–	–	0.61%	35
2024 Q1	$1.29M	Hold	105,446	–	–	0.83%	32
2023 Q4	$1.27M	Hold	105,446	–	–	0.88%	30
2023 Q3	$1.46M	Hold	105,446	–	–	1.16%	26
2023 Q2	$1.46M	Sell	105,446 -15,000	-12%	-$194K	1.09%	26
2023 Q1	$1.56M	Sell	120,446 -86,765	-42%	-$880K	1.26%	21
2022 Q4	$1.69M	Hold	207,211	–	–	1.65%	17
2022 Q3	$1.91M	Sell	207,211 -55,000	-21%	-$619K	2.09%	11
2022 Q2	$2.65M	Buy	+262,211	New	+$3.18M	2.61%	8
2022 Q1	–	Sell	-390,211	Closed	-$6.19M	–	118
2021 Q4	$6.19M	Buy	+390,211	New	+$6.38M	4.44%	3

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

Paces Ferry Wealth Advisors's CXM Position: Q1 2026 in Review

Paces Ferry Wealth Advisors increased its Sprinklr (CXM) stake by 0.03% in Q1 2026, buying an estimated $217 and bringing the position to 105,481 shares worth $633K. The position accounts for 0.26% of the portfolio, ranked #53.

Paces Ferry Wealth Advisors first reported a position in CXM in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.19M in Q4 2021. 278 funds tracked by Wall St. Rank hold CXM as of Q1 2026.

Paces Ferry Wealth Advisors held 105,481 shares of Sprinklr worth $633K as of Q1 2026.
Paces Ferry Wealth Advisors bought 35 Sprinklr shares in Q1 2026, an estimated $217.
Sprinklr made up 0.26% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #53 holding.
Paces Ferry Wealth Advisors first reported a position in Sprinklr in Q4 2021 and has held it in 17 quarters since.
Paces Ferry Wealth Advisors's Sprinklr position peaked at $6.19M in Q4 2021.
278 funds tracked by Wall St. Rank held Sprinklr as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.