National Wealth Management Group LLC Acquires New Shares in CrowdStrike $CRWD

National Wealth Management Group LLC acquired a new position in CrowdStrike (NASDAQ:CRWD) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 1,706 shares of the company’s stock, valued at approximately $800,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Norges Bank purchased a new position in CrowdStrike during the 2nd quarter valued at about $1,638,365,000. Assenagon Asset Management S.A. lifted its position in shares of CrowdStrike by 232.5% in the 4th quarter. Assenagon Asset Management S.A. now owns 714,165 shares of the company’s stock worth $334,772,000 after purchasing an additional 499,353 shares during the period. Vanguard Group Inc. lifted its position in shares of CrowdStrike by 1.9% in the 3rd quarter. Vanguard Group Inc. now owns 23,876,498 shares of the company’s stock worth $11,708,557,000 after purchasing an additional 445,926 shares during the period. First Trust Advisors LP boosted its stake in shares of CrowdStrike by 19.9% during 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 in the last quarter. Finally, State Street Corp boosted 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 valued at $5,502,917,000 after purchasing an additional 370,965 shares in the last quarter. 71.16% of the stock is currently owned by institutional investors.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike rolled out major AI‑native products at RSA — including Agentic MDR, Falcon Data Security and the Charlotte AI AgentWorks no‑code ecosystem — positioning Falcon as an “AI security OS” that can drive upsells and recurring high‑margin services. Charlotte AI AgentWorks
• Positive Sentiment: Expanded strategic integrations with large platform partners should accelerate enterprise adoption: CrowdStrike announced deeper collaboration with IBM (integrating Charlotte AI with IBM’s ATOM) and an expanded partnership with Intel to optimize Falcon for AI PCs — both moves broaden endpoint/cloud reach and channel pull. CrowdStrike and IBM Expand Strategic Collaboration
• Positive Sentiment: Broad ecosystem partnerships (AWS, NVIDIA, OpenAI, Anthropic, Accenture, Deloitte, etc.) cited around Charlotte and Falcon enhancements strengthen distribution, technology validation, and potential GTM expansion. This ecosystem message supports the company’s data‑driven moat. Autonomous Security and the New AI Arms Race
• Neutral Sentiment: CrowdStrike’s startup accelerator named Jazz the winner (AWS/NVIDIA support) — a positive PR/innovation signal for the ecosystem but unlikely to move near‑term fundamentals materially. CrowdStrike and AWS Announce Jazz as the Winner
• Negative Sentiment: Significant insider selling was disclosed (CEO George Kurtz, CFO Burt Podbere, President Michael Sentonas and others sold shares on March 23rd). Large insider sales can amplify negative sentiment even if unrelated to company outlook. SEC Form 4 (Kurtz sale)
• Negative Sentiment: Short‑term pressure is also tied to a broader rotation out of high‑multiple software/cyber names and renewed investor debate over whether AI tooling will compress pricing or accelerate consolidation — headlines and analyst target trims have made CRWD vulnerable to risk‑off moves. High‑multiple software sentiment weakens
• Negative Sentiment: Technicals and valuation remain a headwind: CRWD still trades at a premium on growth expectations and is below key short‑term moving averages, which can prolong volatility until the market confirms sustained ARR/cash‑flow acceleration. CrowdStrike Stock Outlook

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on CRWD shares. Citigroup reduced their price objective on shares of CrowdStrike from $610.00 to $525.00 and set a “buy” rating for the company in a research note on Wednesday, March 4th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of CrowdStrike in a research report on Monday, December 29th. DZ Bank upgraded CrowdStrike from a “sell” rating to a “buy” rating and set a $490.00 price target on the stock in a report on Wednesday, March 11th. Scotiabank reissued an “outperform” rating on shares of CrowdStrike in a research report on Wednesday, December 3rd. Finally, Loop Capital set a $550.00 price objective on CrowdStrike in a research note on Thursday, December 11th. One research analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $506.26.

CrowdStrike Stock Down 1.8%

Shares of CRWD stock opened at $385.86 on Thursday. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The firm has a market capitalization of $97.86 billion, a PE ratio of -521.43, a P/E/G ratio of 17.24 and a beta of 1.06. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.77 and a current ratio of 1.77. The stock’s 50-day simple moving average is $420.59 and its 200-day simple moving average is $469.35.

CrowdStrike (NASDAQ:CRWD) last released its 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. The firm had revenue of $1.31 billion during the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.03 earnings per share. Equities analysts expect that CrowdStrike will post 0.55 earnings per share for the current year.

Insider Buying and Selling at CrowdStrike

In other CrowdStrike news, CEO George Kurtz sold 31,915 shares of CrowdStrike stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $411.88, for a total transaction of $13,145,150.20. Following the completion of the sale, the chief executive officer directly owned 2,162,415 shares in the company, valued at approximately $890,655,490.20. The trade was a 1.45% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, CFO Burt W. Podbere sold 15,918 shares of the company’s stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $410.45, for a total transaction of $6,533,543.10. Following the completion of the sale, the chief financial officer directly owned 195,523 shares in the company, valued at $80,252,415.35. This trade represents a 7.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 116,469 shares of company stock worth $48,369,351. Corporate insiders own 3.32% of the company’s stock.

CrowdStrike 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.