Triumph Capital Management Has $639,000 Holdings in CrowdStrike $CRWD

Triumph Capital Management lessened its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 68.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,303 shares of the company’s stock after selling 2,869 shares during the quarter. Triumph Capital Management’s holdings in CrowdStrike were worth $639,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in CRWD. Disciplined Equity Management Inc. boosted its holdings in shares of CrowdStrike by 0.8% during 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 increased its stake in 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 increased its stake in 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 lifted its position in CrowdStrike by 1.6% in the 3rd quarter. Catalyst Financial Partners LLC now owns 1,246 shares of the company’s stock worth $611,000 after buying an additional 20 shares in the last quarter. Finally, Fire Capital Management LLC lifted its position in CrowdStrike by 1.7% in 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 in the last quarter. Institutional investors and hedge funds own 71.16% of the company’s stock.

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Royal Bank of Canada reaffirmed an “Outperform” rating and set a $550 price target, signaling sizable upside from current levels and supporting buy-side momentum. CrowdStrike (NASDAQ:CRWD) Earns Outperform Rating from Royal Bank Of Canada
• Positive Sentiment: CrowdStrike announced FedRAMP High authorization for Falcon for XIoT and expanded GovCloud offerings — a meaningful win for federal/defense deal pipelines and larger, mission-critical contracts. CrowdStrike Achieves FedRAMP High Authorization for Federal XIoT and OT Security
• Positive Sentiment: New partnerships and product tie‑ins (Nebius AI Cloud, World Wide Technology lab, expanded NVIDIA collaboration) deepen integrations into AI cloud infrastructure and AI-driven SOC workflows — positioning Falcon as critical infrastructure for AI deployments. CrowdStrike and Nebius Partner to Unify Security Across the Next Generation of AI Cloud Infrastructure
• Positive Sentiment: Data and industry reports highlighting surging AI-powered hacks and 266% rise in cloud intrusions boost the secular demand case for CrowdStrike’s platform. Elevated threat activity tends to support recurring security spend. AI-Powered Hacks Surge 89%, Cloud Attacks Spike 266% — Cybersecurity ETFs Step Into The Spotlight
• Neutral Sentiment: Market commentary frames CrowdStrike as a core AI‑security infrastructure play (alongside Okta), reinforcing long-term TAM expansion but not delivering immediate financials. Okta and CrowdStrike Could Be the Backbone of AI Security (CRWD)
• Neutral Sentiment: Repeated media mentions of past bullish calls (Jim Cramer coverage) raise investor visibility but are more sentiment drivers than fresh fundamentals. Jim Cramer Said In January 2025 That CrowdStrike (CRWD) Would Go Up “Big”
• Negative Sentiment: Some analyst pieces caution on valuation — Seeking Alpha and others note premium forward multiples despite strong ARR and FCF growth, which could limit further upside if growth decelerates. CrowdStrike: Unjustified SaaS Fears (Rating Upgrade)
• Negative Sentiment: Broader software sector pressure and “SaaS-pocalypse” narratives can weigh on multiples even when CrowdStrike posts strong execution; investor focus may shift to re-rating catalysts (sustained FCF, margin expansion). CrowdStrike Hitches Ride on Nebius Rocket. Is It Time to Buy?

Insider Activity at CrowdStrike

In related news, CAO Anurag Saha sold 836 shares of CrowdStrike stock in a transaction dated Wednesday, December 24th. The shares were sold at an average price of $476.83, for a total transaction of $398,629.88. Following the completion of the transaction, the chief accounting officer directly owned 43,726 shares of the company’s stock, valued at $20,849,868.58. This trade represents a 1.88% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, 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 transaction of $11,916,577.53. Following the completion of the transaction, the chief executive officer owned 2,054,902 shares in the company, valued at approximately $848,695,075.02. This trade represents a 1.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 90,024 shares of company stock worth $40,424,241 in the last three months. Company insiders own 3.32% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on CRWD shares. Truist Financial lowered their price target on shares of CrowdStrike from $600.00 to $550.00 and set a “buy” rating on the stock in a report on Tuesday, February 17th. DA Davidson raised their price target on CrowdStrike from $425.00 to $455.00 and gave the stock a “buy” rating in a research note on Wednesday, March 4th. Wedbush reissued an “outperform” rating and issued a $550.00 price target on shares of CrowdStrike in a research note on Wednesday, March 4th. Robert W. Baird dropped their price objective on CrowdStrike from $550.00 to $450.00 and set a “neutral” rating on the stock in a report on Monday, March 2nd. Finally, Sanford C. Bernstein lifted their target price on shares of CrowdStrike from $353.00 to $368.00 and gave the company a “market perform” rating in a research note on Wednesday, March 4th. One analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, CrowdStrike presently has an average rating of “Moderate Buy” and a consensus target price of $506.26.

CrowdStrike Stock Performance

Shares of NASDAQ CRWD opened at $435.81 on Thursday. The business’s 50-day simple moving average is $426.60 and its 200-day simple moving average is $469.70. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.77 and a current ratio of 1.77. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90. The firm has a market cap of $110.53 billion, a price-to-earnings ratio of -588.92, a P/E/G ratio of 19.00 and a beta of 1.06.

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

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.