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

MassMutual Private Wealth & Trust FSB lowered its stake in shares of CrowdStrike (NASDAQ:CRWD) by 14.5% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor 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 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in CRWD. Vanguard Group Inc. increased its holdings in CrowdStrike by 1.9% during the third quarter. Vanguard Group Inc. now owns 23,876,498 shares of the company’s stock worth $11,708,557,000 after buying an additional 445,926 shares during the last quarter. State Street Corp lifted its stake in CrowdStrike by 1.1% in the third quarter. State Street Corp now owns 10,922,290 shares of the company’s stock valued at $5,356,073,000 after acquiring an additional 117,639 shares during the last quarter. Laurel Wealth Advisors LLC grew its position in shares of CrowdStrike by 54,635.9% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock valued at $2,186,714,000 after acquiring an additional 4,285,640 shares during the period. Norges Bank bought a new position in shares of CrowdStrike in the 2nd quarter valued at about $1,638,365,000. Finally, Invesco Ltd. increased its stake in shares of CrowdStrike by 10.8% during the 2nd 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 and hedge funds own 71.16% of the company’s stock.

Insider Transactions at CrowdStrike

In other CrowdStrike news, CAO Anurag Saha sold 1,530 shares of the company’s stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $479.78, for a total value of $734,063.40. Following the transaction, the chief accounting officer directly owned 44,562 shares of the company’s stock, valued at $21,379,956.36. This represents a 3.32% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Johanna Flower sold 3,000 shares of the stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $461.94, for a total value of $1,385,820.00. Following 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 disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 90,024 shares of company stock worth $40,424,241. 3.32% of the stock is currently owned by company insiders.

CrowdStrike Trading Down 4.5%

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

CrowdStrike (NASDAQ:CRWD) last posted its earnings results on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, beating the consensus estimate of $1.10 by $0.02. The company had revenue of $1.31 billion for 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 firm’s revenue for the quarter 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, analysts predict that CrowdStrike will post 0.55 earnings per share for the current year.

Key Headlines 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.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on CRWD. BNP Paribas Exane dropped their target price on shares of CrowdStrike from $450.00 to $400.00 and set a “neutral” rating on the stock in a report on Wednesday, March 4th. BMO Capital Markets lowered their price target on CrowdStrike from $555.00 to $500.00 and set an “outperform” rating on the stock in a research report on Wednesday, March 4th. Citigroup dropped their price objective on CrowdStrike from $610.00 to $525.00 and set a “buy” rating on the stock in a research note on Wednesday, March 4th. Piper Sandler raised CrowdStrike from a “neutral” rating to an “overweight” rating and set a $520.00 price objective for the company in a research report on Monday, March 2nd. Finally, Daiwa Securities Group reduced their target price on CrowdStrike from $560.00 to $500.00 and set an “outperform” rating for the company in a research note on Tuesday, March 10th. One research 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 issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $506.26.

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.