TWD
CXM icon

True Wealth Design’s Sprinklr CXM Stock Holding History

True Wealth Design’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 		$5.4K Buy
1,047
+413
+65% +$2.19K ﹤0.01% 1294
2026
Q1 		$3.8K Buy
634
+520
+456% +$3.23K ﹤0.01% 1310
2025
Q4 		$887 Sell
114
-25
-18% -$190 ﹤0.01% 1751
2025
Q3 		$1.07K Sell
139
-62
-31% -$523 ﹤0.01% 1722
2025
Q2 		$1.7K Buy
201
+164
+443% +$1.31K ﹤0.01% 1245
2025
Q1 		$309 Buy
+37
New +$324 ﹤0.01% 1757

Other funds holding CXM

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

True Wealth Design's CXM Position: Q2 2026 in Review

True Wealth Design increased its Sprinklr (CXM) stake by 65% in Q2 2026, buying an estimated $2.19K and bringing the position to 1,047 shares worth $5.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

True Wealth Design first reported a position in CXM in Q1 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold CXM as of Q2 2026.

  • True Wealth Design held 1,047 shares of Sprinklr worth $5.4K as of Q2 2026.
  • True Wealth Design bought 413 Sprinklr shares in Q2 2026, an estimated $2.19K.
  • Sprinklr made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1294 holding.
  • True Wealth Design first reported a position in Sprinklr in Q1 2025 and has held it in 6 quarters since.
  • 18 funds tracked by Wall St. Rank held Sprinklr as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.