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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HFCII
H&F Corporate Investors IX San Francisco, California $56M AUM 39.01% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SP
Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's CXM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Sprinklr (CXM) stake by 13% in Q2 2026, selling an estimated $2.26K and leaving 2,737 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

Pinnacle Wealth Planning Services first reported a position in CXM in Q4 2025 and has held it in 3 quarters since. The position peaked at $19K in Q1 2026. 268 funds tracked by Wall St. Rank hold CXM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,737 shares of Sprinklr worth $14.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 426 Sprinklr shares in Q2 2026, an estimated $2.26K.
  • Sprinklr made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1934 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sprinklr in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Sprinklr position peaked at $19K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Sprinklr as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.