Perigon Wealth Management LLC Buys 2,728 Shares of CrowdStrike $CRWD

Perigon Wealth Management LLC lifted its stake in shares of CrowdStrike (NASDAQ:CRWD) by 30.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 11,604 shares of the company’s stock after buying an additional 2,728 shares during the quarter. Perigon Wealth Management LLC’s holdings in CrowdStrike were worth $5,439,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of CRWD. Assenagon Asset Management S.A. lifted its position in CrowdStrike by 232.5% during the fourth quarter. Assenagon Asset Management S.A. now owns 714,165 shares of the company’s stock worth $334,772,000 after acquiring an additional 499,353 shares during the last quarter. Vanguard Group Inc. boosted its holdings in shares of CrowdStrike by 1.9% during the third quarter. Vanguard Group Inc. now owns 23,876,498 shares of the company’s stock worth $11,708,557,000 after acquiring an additional 445,926 shares during the period. First Trust Advisors LP grew its position in shares of CrowdStrike by 19.9% in the third quarter. First Trust Advisors LP now owns 2,599,902 shares of the company’s stock valued at $1,274,940,000 after purchasing an additional 431,382 shares during the last quarter. State Street Corp increased its stake in shares of CrowdStrike by 3.6% during the second quarter. State Street Corp now owns 10,804,651 shares of the company’s stock worth $5,502,917,000 after purchasing an additional 370,965 shares during the period. Finally, Daiwa Securities Group Inc. increased its stake in shares of CrowdStrike by 33.5% during the third quarter. Daiwa Securities Group Inc. now owns 1,426,641 shares of the company’s stock worth $699,596,000 after purchasing an additional 357,865 shares during the period. Institutional investors own 71.16% of the company’s stock.

CrowdStrike Price Performance

Shares of NASDAQ CRWD opened at $399.12 on Friday. The business has a fifty day moving average price of $411.92 and a two-hundred day moving average price of $467.01. The stock has a market capitalization of $101.22 billion, a PE ratio of -539.34, a P/E/G ratio of 17.51 and a beta of 1.07. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.77 and a quick ratio of 1.77. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, topping analysts’ consensus estimates of $1.10 by $0.02. CrowdStrike had a negative return on equity of 0.14% and a negative net margin of 3.81%.The company had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.30 billion. During the same quarter last year, the business earned $1.03 earnings per share. CrowdStrike’s revenue was up 23.8% on a year-over-year basis. As a group, equities analysts predict that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Buying and Selling

In other CrowdStrike news, Director Johanna Flower sold 3,000 shares of the business’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $461.94, for a total transaction of $1,385,820.00. Following the completion of the transaction, the director directly owned 76,082 shares in the company, valued at $35,145,319.08. The trade was a 3.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Burt W. Podbere sold 7,871 shares of the company’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $415.78, for a total value of $3,272,604.38. Following the sale, the chief financial officer owned 169,613 shares of the company’s stock, valued at $70,521,693.14. The trade was a 4.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 68,636 shares of company stock worth $28,690,657. 3.32% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on CRWD shares. Morgan Stanley upgraded CrowdStrike from an “equal weight” rating to an “overweight” rating and boosted their price target for the company from $487.00 to $510.00 in a research note on Tuesday, March 10th. Sanford C. Bernstein increased their price objective on CrowdStrike from $353.00 to $368.00 and gave the stock a “market perform” rating in a research report on Wednesday, March 4th. Piper Sandler raised CrowdStrike from a “neutral” rating to an “overweight” rating and set a $520.00 target price for the company in a report on Monday, March 2nd. Wells Fargo & Company assumed coverage on shares of CrowdStrike in a research report on Tuesday, March 3rd. They issued an “overweight” rating and a $450.00 target price for the company. Finally, Mizuho decreased their price target on shares of CrowdStrike from $540.00 to $490.00 and set a “neutral” rating on the stock in a research note on Tuesday, February 17th. One investment analyst has rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $504.98.

Trending Headlines about CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Analyst upgrades and continued bullish coverage — several firms have issued buy/outperform calls and a recent upgrade pushed shares higher, providing support after the pullback. Coverage Initiated / Upgrade
• Positive Sentiment: Partnership expansion with HCLTech (CTEM service) broadens CrowdStrike’s go-to-market and could help drive recurring revenue from large enterprise customers. CRWD, HCLTech Launch CTEM
• Positive Sentiment: GovCloud platform expansion targets public-sector demand — diversifies addressable market and supports steady ARR growth. GovCloud Expansion
• Positive Sentiment: Solid recent fundamentals — Q4 revenue beat and strong year-over-year ARR growth remain a bullish base for the business despite valuation debate. Zacks Coverage / Fundamentals
• Neutral Sentiment: Coverage/attention is elevated — Zacks and other outlets flag rising investor interest, which can amplify moves in either direction but doesn’t change fundamentals immediately. Investor Attention
• Neutral Sentiment: Market commentary (buy-the-dip vs. re-rating debate) suggests mixed investor views — some see the pullback as an entry; others want proof that AI risks won’t erode margins. MarketBeat Analysis
• Negative Sentiment: Anthropic Claude leaks sparked a sector-wide selloff, with concerns that advanced AI tools could replace some security tasks — this headline risk has driven sharp near-term downside and higher volatility. Anthropic Leak / Selloff
• Negative Sentiment: Extensive insider selling reported over recent months raises governance/optics concerns for some investors—even if sales may be tax- or liquidity-driven. Insider Trading Data
• Negative Sentiment: Analyst price-target resets and valuation debate persist — some targets have been trimmed from 600s to 400s–500s, keeping upside contingent on execution and clarity around AI-driven risk. Analyst Targets

CrowdStrike Company Profile

CrowdStrike Holdings, Inc (NASDAQ: CRWD) is a cybersecurity company founded in 2011 and headquartered in Sunnyvale, California. The firm was co-founded by George Kurtz and Dmitri Alperovitch and became a publicly traded company following its initial public offering in 2019. CrowdStrike positions itself as a provider of cloud-native security solutions designed to protect endpoints, cloud workloads, identities and data against sophisticated cyber threats.

The company’s core offering is the CrowdStrike Falcon platform, a modular, cloud-delivered security architecture that combines endpoint protection (EPP), endpoint detection and response (EDR), threat intelligence, and device control through lightweight agents and centralized telemetry.