Perigon Wealth Management LLC Has $5.44 Million Stake in CrowdStrike $CRWD

Perigon Wealth Management LLC raised its stake in CrowdStrike (NASDAQ:CRWD) by 30.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 11,604 shares of the company’s stock after acquiring 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.

A number of other hedge funds also recently made changes to their positions in CRWD. Asset Planning Inc bought a new stake in shares of CrowdStrike during the third quarter worth $25,000. Pilgrim Partners Asia Pte Ltd acquired a new position in shares of CrowdStrike during the third quarter worth $25,000. Anchor Investment Management LLC bought a new position in shares of CrowdStrike in the 3rd quarter valued at $25,000. Logan Capital Management Inc. bought a new position in shares of CrowdStrike in the 3rd quarter valued at $26,000. Finally, Miller Global Investments LLC acquired a new stake in shares of CrowdStrike during the 4th quarter valued at $26,000. 71.16% of the stock is currently owned by institutional investors and hedge funds.

CrowdStrike Price Performance

Shares of CRWD opened at $399.12 on Friday. The stock’s 50-day moving average price is $411.92 and its two-hundred day moving average price is $467.01. CrowdStrike has a 12 month low of $298.00 and a 12 month high of $566.90. The company has a market capitalization of $101.22 billion, a PE ratio of -539.34, a PEG ratio of 17.51 and a beta of 1.07. The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.17.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings results 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 company had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.30 billion. During the same quarter in the prior year, the firm posted $1.03 earnings per share. The business’s quarterly revenue was up 23.8% on a year-over-year basis. On average, analysts anticipate that CrowdStrike will post 0.55 EPS for the current year.

Analyst Upgrades and Downgrades

CRWD has been the topic of a number of research reports. DA Davidson boosted their price objective on CrowdStrike from $425.00 to $455.00 and gave the stock a “buy” rating in a research report on Wednesday, March 4th. Canaccord Genuity Group cut their price target on CrowdStrike from $515.00 to $400.00 and set a “hold” rating on the stock in a research note on Wednesday, March 4th. Rosenblatt Securities restated a “buy” rating and set a $555.00 price target on shares of CrowdStrike in a report on Wednesday, March 4th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $550.00 price objective on shares of CrowdStrike in a research note on Tuesday, March 17th. Finally, Weiss Ratings reiterated a “sell (d+)” rating on shares of CrowdStrike in a report on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $504.98.

More CrowdStrike News

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

Insider Buying and Selling at CrowdStrike

In other CrowdStrike news, CFO Burt W. Podbere sold 7,871 shares of the stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $415.78, for a total transaction of $3,272,604.38. Following the completion of the sale, the chief financial officer owned 169,613 shares of the company’s stock, valued at approximately $70,521,693.14. This represents a 4.43% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO George Kurtz sold 28,853 shares of the firm’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the transaction, the chief executive officer owned 2,054,902 shares of the company’s stock, valued at approximately $848,695,075.02. The trade was a 1.38% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 68,636 shares of company stock worth $28,690,657. Company insiders own 3.32% of the company’s stock.

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.