Integrated Investment Consultants LLC Buys 1,472 Shares of CrowdStrike $CRWD

Integrated Investment Consultants LLC grew its stake in CrowdStrike (NASDAQ:CRWD) by 372.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,867 shares of the company’s stock after buying an additional 1,472 shares during the period. Integrated Investment Consultants LLC’s holdings in CrowdStrike were worth $916,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in CRWD. Vanguard Group Inc. grew its position in CrowdStrike by 1.9% in 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 in the last quarter. State Street Corp raised its position in CrowdStrike by 1.1% during the third quarter. State Street Corp now owns 10,922,290 shares of the company’s stock valued at $5,356,073,000 after purchasing an additional 117,639 shares in the last quarter. Laurel Wealth Advisors LLC raised its position in CrowdStrike by 54,635.9% during the second quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock valued at $2,186,714,000 after purchasing an additional 4,285,640 shares in the last quarter. Norges Bank bought a new stake in CrowdStrike during the second quarter worth about $1,638,365,000. Finally, Invesco Ltd. lifted its stake in CrowdStrike by 10.8% during the second quarter. Invesco Ltd. now owns 2,775,980 shares of the company’s stock worth $1,413,834,000 after purchasing an additional 269,562 shares during the last quarter. Institutional investors own 71.16% of the company’s stock.

Insider Activity at CrowdStrike

In other CrowdStrike news, CEO George Kurtz sold 28,853 shares of the business’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $413.01, for a total value of $11,916,577.53. Following the transaction, the chief executive officer owned 2,054,902 shares in the company, valued at approximately $848,695,075.02. The trade was a 1.38% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Johanna Flower sold 3,000 shares of the business’s stock in a transaction dated 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 owned 76,082 shares in the company, valued at $35,145,319.08. The trade was a 3.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 90,024 shares of company stock worth $40,424,241 over the last ninety days. Insiders own 3.32% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently commented on CRWD shares. Stephens increased their price objective on CrowdStrike from $465.00 to $490.00 and gave the company an “overweight” rating in a research report on Wednesday, March 4th. Wells Fargo & Company started coverage on CrowdStrike in a research report on Tuesday, March 3rd. They issued an “overweight” rating and a $450.00 target price for the company. Jefferies Financial Group cut their target price on CrowdStrike from $600.00 to $500.00 and set a “buy” rating for the company in a research note on Friday, February 27th. TD Cowen reduced their price target on shares of CrowdStrike from $580.00 to $480.00 and set a “buy” rating on the stock in a research report on Tuesday, February 24th. Finally, DZ Bank raised shares of CrowdStrike from a “sell” rating to a “buy” rating and set a $490.00 price target on the stock in a research note on Wednesday, March 11th. One analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, CrowdStrike currently has an average rating of “Moderate Buy” and an average target price of $506.26.

CrowdStrike Price Performance

CRWD 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 stock’s 50 day simple moving average is $427.47 and its 200 day simple moving average is $469.94. The firm 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.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, beating the consensus estimate 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 firm had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.30 billion. During the same quarter in the previous year, the company posted $1.03 earnings per share. The business’s revenue was up 23.8% on a year-over-year basis. As a group, analysts predict that CrowdStrike will post 0.55 earnings per share for the current year.

Key Stories Impacting CrowdStrike

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.

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.