Pinnacle Wealth Planning Services
CXM icon

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
Q3 		$25.4K Buy
5,133
+2,396
+88% +$14.8K ﹤0.01% 1663
2026
Q2 		$14.1K Sell
2,737
-426
-13% -$2.26K ﹤0.01% 1934
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

SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Pinnacle Wealth Planning Services's CXM Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Sprinklr (CXM) stake by 88% in Q3 2026, buying an estimated $14.8K and bringing the position to 5,133 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Pinnacle Wealth Planning Services first reported a position in CXM in Q4 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold CXM as of Q3 2026.

  • Pinnacle Wealth Planning Services held 5,133 shares of Sprinklr worth $25.4K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 2,396 Sprinklr shares in Q3 2026, an estimated $14.8K.
  • Sprinklr made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1663 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sprinklr in Q4 2025 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held Sprinklr as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.