GM Advisory Group LLC Has $3.37 Million Stock Holdings in CrowdStrike $CRWD

GM Advisory Group LLC decreased its position in shares of CrowdStrike (NASDAQ:CRWD) by 18.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,880 shares of the company’s stock after selling 1,565 shares during the quarter. GM Advisory Group LLC’s holdings in CrowdStrike were worth $3,374,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the company. Disciplined Equity Management Inc. raised its holdings in CrowdStrike by 0.8% in the third quarter. Disciplined Equity Management Inc. now owns 2,405 shares of the company’s stock worth $1,179,000 after purchasing an additional 20 shares during the period. TD Private Client Wealth LLC grew its holdings in shares of CrowdStrike by 6.4% in the 3rd quarter. TD Private Client Wealth LLC now owns 334 shares of the company’s stock valued at $164,000 after buying an additional 20 shares during the period. Financially Speaking Inc grew its holdings in shares of CrowdStrike by 26.7% in the 3rd quarter. Financially Speaking Inc now owns 95 shares of the company’s stock valued at $47,000 after buying an additional 20 shares during the period. Catalyst Financial Partners LLC increased its position in shares of CrowdStrike by 1.6% in the 3rd quarter. Catalyst Financial Partners LLC now owns 1,246 shares of the company’s stock valued at $611,000 after buying an additional 20 shares in the last quarter. Finally, Fire Capital Management LLC raised its stake in CrowdStrike by 1.7% during the 3rd quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock worth $608,000 after buying an additional 21 shares during the period. Institutional investors and hedge funds own 71.16% of the company’s stock.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Morgan Stanley upgraded CRWD to Overweight and named it a Top Pick following Q4 FY26 results, signaling increased institutional conviction. Read More.
• Positive Sentiment: Royal Bank of Canada reaffirmed an “outperform” rating and set a $550 price target, highlighting a sizable upside case versus current levels. Read More.
• Positive Sentiment: Expanded NVIDIA collaboration: CrowdStrike unveiled a Secure‑by‑Design AI blueprint and deepened work on agentic MDR with NVIDIA, claiming faster investigations and improved triage accuracy — these moves embed Falcon into AI toolchains and address a growing enterprise security need. Read More.
• Positive Sentiment: Partnerships with Nebius and World Wide Technology position Falcon on AI‑optimized cloud infrastructure and in an AI proving ground, helping CrowdStrike capture security spend as enterprises deploy large‑scale AI. Read More.
• Positive Sentiment: Product/ARR momentum: Falcon Flex ARR topped $1.69B in Q4 FY26, supporting the narrative that platform adoption is expanding and driving durable recurring revenue growth. Read More.
• Neutral Sentiment: Analyst/industry commentary: Multiple outlets (24/7 Wall St., MarketBeat) are highlighting CrowdStrike as a core AI-security player alongside Okta, framing the company as well‑positioned for growing AI security budgets — this is positive context but not new financial data. Read More.
• Negative Sentiment: Sector headwinds: broader software group weakness and the “SaaS‑pocalypse” narrative remain risks — even with company‑specific positives, macro/valuation pressure on growth names could cap near‑term upside. Read More.

Insider Activity at CrowdStrike

In other news, President Michael Sentonas sold 11,461 shares of CrowdStrike stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the sale, the president owned 342,655 shares in the company, valued at $164,399,015.90. This trade represents a 3.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Johanna Flower sold 3,000 shares of the company’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $461.94, for a total transaction of $1,385,820.00. Following the transaction, the director owned 76,082 shares of the company’s stock, valued at approximately $35,145,319.08. This represents a 3.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 90,024 shares of company stock worth $40,424,241 in the last three months. Corporate insiders own 3.32% of the company’s stock.

Analyst Ratings Changes

CRWD has been the topic of several recent analyst reports. Citizens Jmp reiterated a “market outperform” rating and set a $500.00 target price on shares of CrowdStrike in a report on Wednesday, December 3rd. HSBC raised their price target on CrowdStrike from $417.00 to $446.00 and gave the stock a “hold” rating in a research report on Thursday, December 4th. Canaccord Genuity Group decreased their price objective on CrowdStrike from $515.00 to $400.00 and set a “hold” rating for the company in a research report on Wednesday, March 4th. BTIG Research lowered their target price on CrowdStrike from $640.00 to $499.00 and set a “buy” rating for the company in a research note on Monday, March 2nd. Finally, BMO Capital Markets cut their price target on shares of CrowdStrike from $555.00 to $500.00 and set an “outperform” rating on the stock in a research note on Wednesday, March 4th. One research analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $506.26.

CrowdStrike Trading Up 2.2%

Shares of CRWD stock opened at $433.20 on Wednesday. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.77 and a quick ratio of 1.77. The company has a market cap of $109.87 billion, a price-to-earnings ratio of -585.40, a PEG ratio of 18.59 and a beta of 1.07. CrowdStrike has a 1 year low of $298.00 and a 1 year high of $566.90. The firm has a fifty day moving average price of $427.47 and a 200-day moving average price of $469.94.

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

About CrowdStrike

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.