SWM
CXM icon

Spire Wealth Management’s Sprinklr CXM Stock Holding History

Spire Wealth Management’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 		– Sell
-1,599
Closed -$12.4K – 2293
2025
Q4 		$12.4K Buy
1,599
+1,320
+473% +$10K ﹤0.01% 1641
2025
Q3 		$2.15K Sell
279
-1,504
-84% -$12.7K ﹤0.01% 2143
2025
Q2 		$15.1K Buy
+1,783
New +$14.3K ﹤0.01% 1600
2024
Q2 		– Sell
-500
Closed -$6.13K – 2241
2024
Q1 		$6.13K Hold
500
– – ﹤0.01% 1882
2023
Q4 		$6.09K Hold
500
– – ﹤0.01% 1906
2023
Q3 		$6.92K Hold
500
– – ﹤0.01% 1843
2023
Q2 		$6.92K Hold
500
– – ﹤0.01% 1917
2023
Q1 		$6.48K Hold
500
– – ﹤0.01% 1977
2022
Q4 		$4K Hold
500
– – ﹤0.01% 1875
2022
Q3 		$5K Hold
500
– – ﹤0.01% 1733
2022
Q2 		$5K Buy
+500
New +$6.07K ﹤0.01% 2115

Other funds holding CXM

BlackRock
BlackRock New York $5.7T 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 $90.6B 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 $8.2B 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