GIM
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Grassi Investment Management’s CrowdStrike CRWD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$549K Buy
1,078
+28
+3% +$14.3K 0.04% 90
2025
Q1
$370K Buy
1,050
+350
+50% +$123K 0.03% 103
2024
Q4
$240K Buy
+700
New +$240K 0.02% 114
2024
Q3
Sell
-1,400
Closed -$536K 129
2024
Q2
$536K Hold
1,400
0.05% 95
2024
Q1
$449K Sell
1,400
-15,775
-92% -$5.06M 0.04% 101
2023
Q4
$4.39M Buy
17,175
+4,450
+35% +$1.14M 0.46% 48
2023
Q3
$2.13M Buy
+12,725
New +$2.13M 0.25% 66
2020
Q4
Sell
-6,825
Closed -$937K 138
2020
Q3
$937K Buy
6,825
+2,700
+65% +$371K 0.13% 80
2020
Q2
$414K Buy
+4,125
New +$414K 0.06% 98