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Private Wealth Management Group’s Sprinklr CXM Stock Holding History

Private Wealth Management Group’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
2025
Q2 		– Sell
-99
Closed -$827 – 1521
2025
Q1 		$827 Hold
99
– – ﹤0.01% 1315
2024
Q4 		$837 Buy
+99
New +$791 ﹤0.01% 1342
2024
Q2 		– Sell
-126
Closed -$1.55K – 1530
2024
Q1 		$1.55K Buy
+126
New +$1.6K ﹤0.01% 1089

Other funds holding CXM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HFCII
H&F Corporate Investors IX San Francisco, California $65.2M AUM 28.14% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

Private Wealth Management Group's CXM Position: Q2 2025 in Review

Private Wealth Management Group sold out of Sprinklr (CXM) in Q2 2025, closing a stake of 99 shares — an estimated $827 sold.

Private Wealth Management Group first reported a position in CXM in Q1 2024 and held it in 3 quarters. The position peaked at $1.55K in Q1 2024. 250 funds tracked by Wall St. Rank hold CXM as of Q2 2025.

  • Private Wealth Management Group reported no remaining Sprinklr position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 99 Sprinklr shares in Q2 2025, an estimated $827.
  • Private Wealth Management Group first reported a position in Sprinklr in Q1 2024 and held it in 3 quarters.
  • Private Wealth Management Group's Sprinklr position peaked at $1.55K in Q1 2024.
  • 250 funds tracked by Wall St. Rank held Sprinklr as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.