MassMutual Private Wealth & Trust FSB Has $6.35 Million Holdings in CrowdStrike $CRWD

MassMutual Private Wealth & Trust FSB cut its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 14.5% during the 4th quarter, Holdings Channel reports. The firm owned 13,547 shares of the company’s stock after selling 2,293 shares during the period. MassMutual Private Wealth & Trust FSB’s holdings in CrowdStrike were worth $6,350,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Disciplined Equity Management Inc. grew its position in 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 buying an additional 20 shares in the last quarter. TD Private Client Wealth LLC raised its holdings 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 acquiring an additional 20 shares in the last quarter. Financially Speaking Inc raised its holdings 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 acquiring an additional 20 shares in the last quarter. Catalyst Financial Partners LLC lifted its position in shares of CrowdStrike by 1.6% during the 3rd quarter. Catalyst Financial Partners LLC now owns 1,246 shares of the company’s stock valued at $611,000 after acquiring an additional 20 shares during the period. Finally, Fire Capital Management LLC lifted its position in shares of CrowdStrike by 1.7% during the 3rd quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock valued at $608,000 after acquiring an additional 21 shares during the period. 71.16% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

CRWD has been the topic of a number of recent analyst reports. Capital One Financial decreased their price target on CrowdStrike from $600.00 to $590.00 and set an “overweight” rating on the stock in a research report on Wednesday, January 14th. Daiwa Securities Group cut their price objective on shares of CrowdStrike from $560.00 to $500.00 and set an “outperform” rating for the company in a research report on Tuesday, March 10th. Canaccord Genuity Group reduced their price objective on shares of CrowdStrike from $515.00 to $400.00 and set a “hold” rating on the stock in a research note on Wednesday, March 4th. Guggenheim reissued a “neutral” rating on shares of CrowdStrike in a report on Monday, November 24th. Finally, Argus dropped their target price on shares of CrowdStrike from $600.00 to $520.00 and set a “buy” rating for the company in a research report on Thursday, March 5th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $506.26.

Insider Buying and Selling at CrowdStrike

In other news, CFO Burt W. Podbere sold 7,871 shares of the firm’s stock in a transaction 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 transaction, the chief financial officer owned 169,613 shares of the company’s stock, valued at approximately $70,521,693.14. This trade represents a 4.43% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Johanna Flower sold 3,000 shares of CrowdStrike 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 in the company, valued at approximately $35,145,319.08. This trade represents a 3.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 90,024 shares of company stock worth $40,424,241 over the last quarter. Insiders own 3.32% of the company’s stock.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: FedRAMP High authorization for Falcon for XIoT expands CrowdStrike’s addressable public‑sector market and supports larger, higher‑security federal deals — a concrete revenue-growth catalyst. CrowdStrike FedRAMP Win Puts Public Sector Growth Versus Valuation In Focus
• Positive Sentiment: Ongoing AI and cloud partnerships (NVIDIA, EY, AWS) and strategic tie‑ups aimed at embedding AI into the Falcon platform could meaningfully boost product differentiation and long‑term ARR expansion. Can Strategic AI Partnerships Drive CrowdStrike’s Long-Term Growth?
• Positive Sentiment: Marketing & ecosystem momentum: CrowdStrike co‑sponsored startup accelerator with AWS and NVIDIA and a high‑profile celebrity judge raises brand visibility in security/AI startup ecosystems. CrowdStrike, AWS, and NVIDIA Announce Startup Accelerator Finalists Ahead of RSAC™ 2026
• Neutral Sentiment: Street checks and media pieces are mixed but largely supportive — RBC issued an outperform and several analyst/feature articles reiterate CrowdStrike’s growth story, which helps sentiment but may be priced in. CrowdStrike (NASDAQ:CRWD) Earns Outperform Rating from Royal Bank Of Canada
• Neutral Sentiment: Comparisons to peers (Palantir, Zscaler) and bullish retail/independent writeups highlight CRWD’s AI positioning but provide debate over which AI/security names will deliver best risk‑adjusted returns. Palantir vs. CrowdStrike: Which AI-Powered Software Stock Will Dominate 2026?
• Negative Sentiment: Valuation and technical pressure: CRWD trades at rich multiples, its 50‑day moved below the 200‑day average, and margins remain a focus — many investors are trimming high‑growth, high‑multiple names even as operational news is positive, which likely explains the stock’s pullback today.

CrowdStrike Price Performance

Shares of CRWD opened at $409.00 on Friday. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.17. The stock has a market cap of $103.73 billion, a PE ratio of -552.70, a PEG ratio of 18.78 and a beta of 1.06. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The business has a 50-day simple moving average of $424.66 and a two-hundred day simple moving average of $469.31.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $1.30 billion. During the same period last year, the firm posted $1.03 earnings per share. The business’s revenue for the quarter was up 23.8% on a year-over-year basis. Analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

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.