Grassi Investment Management’s CrowdStrike CRWD Stock Holding History

Grassi Investment Management’s Portfolio CRWD Stock Details CRWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$549K	Buy	4,312 +112	+3%	+$12.1K	0.04%	90
2025 Q1	$370K	Buy	4,200 +1,400	+50%	+$133K	0.03%	103
2024 Q4	$240K	Buy	+2,800	New	+$233K	0.02%	114
2024 Q3	–	Sell	-5,600	Closed	-$536K	–	129
2024 Q2	$536K	Hold	5,600	–	–	0.05%	95
2024 Q1	$449K	Sell	5,600 -63,100	-92%	-$4.83M	0.04%	101
2023 Q4	$4.38M	Buy	68,700 +17,800	+35%	+$932K	0.46%	48
2023 Q3	$2.13M	Buy	+50,900	New	+$1.98M	0.25%	66
2020 Q4	–	Sell	-27,300	Closed	-$937K	–	138
2020 Q3	$937K	Buy	27,300 +10,800	+65%	+$315K	0.13%	80
2020 Q2	$414K	Buy	+16,500	New	+$331K	0.06%	98

Other funds holding CRWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Grassi Investment Management's CRWD Position: Q2 2025 in Review

Grassi Investment Management increased its CrowdStrike (CRWD) stake by 2.7% in Q2 2025, buying an estimated $12.1K and bringing the position to 4,312 shares worth $549K. The position accounts for 0.04% of the portfolio, ranked #90.

Grassi Investment Management first reported a position in CRWD in Q2 2020 and has held it in 9 quarters since. The position peaked at $4.38M in Q4 2023. 2,035 funds tracked by Wall St. Rank hold CRWD as of Q2 2025.

Grassi Investment Management held 4,312 shares of CrowdStrike worth $549K as of Q2 2025.
Grassi Investment Management bought 112 CrowdStrike shares in Q2 2025, an estimated $12.1K.
CrowdStrike made up 0.04% of Grassi Investment Management's portfolio in Q2 2025, its #90 holding.
Grassi Investment Management first reported a position in CrowdStrike in Q2 2020 and has held it in 9 quarters since.
Grassi Investment Management's CrowdStrike position peaked at $4.38M in Q4 2023.
2,035 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.