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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 $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
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Spire Wealth Management's CXM Position: Q1 2026 in Review

Spire Wealth Management sold out of Sprinklr (CXM) in Q1 2026, closing a stake of 1,599 shares — an estimated $12.4K sold.

Spire Wealth Management first reported a position in CXM in Q2 2022 and held it in 11 quarters. The position peaked at $15.1K in Q2 2025. 279 funds tracked by Wall St. Rank hold CXM as of Q1 2026.

  • Spire Wealth Management reported no remaining Sprinklr position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 1,599 Sprinklr shares in Q1 2026, an estimated $12.4K.
  • Spire Wealth Management first reported a position in Sprinklr in Q2 2022 and held it in 11 quarters.
  • Spire Wealth Management's Sprinklr position peaked at $15.1K in Q2 2025.
  • 279 funds tracked by Wall St. Rank held Sprinklr as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.