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Pinnacle Wealth Planning Services’s Sprinklr CXM Stock Holding History

Pinnacle Wealth Planning Services’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 		$19K Buy
3,163
+2,235
+241% +$13.9K ﹤0.01% 1716
2025
Q4 		$7.22K Buy
+928
New +$7.06K ﹤0.01% 2150

Other funds holding CXM

BlackRock
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
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Morgan Stanley
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

Pinnacle Wealth Planning Services's CXM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Sprinklr (CXM) stake by 241% in Q1 2026, buying an estimated $13.9K and bringing the position to 3,163 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

Pinnacle Wealth Planning Services first reported a position in CXM in Q4 2025 and has held it in 2 quarters since. 278 funds tracked by Wall St. Rank hold CXM as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,163 shares of Sprinklr worth $19K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 2,235 Sprinklr shares in Q1 2026, an estimated $13.9K.
  • Sprinklr made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1716 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sprinklr in Q4 2025 and has held it in 2 quarters since.
  • 278 funds tracked by Wall St. Rank held Sprinklr as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.