Smith Salley Wealth Management’s CrowdStrike CRWD Stock Holding History

Smith Salley Wealth 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
2026 Q2	$931K	Sell	4,880 -1,440	-23%	-$205K	0.04%	160
2026 Q1	$617K	Buy	6,320 +256	+4%	+$27.1K	0.03%	179
2025 Q4	$711K	Buy	6,064 +224	+4%	+$28.5K	0.04%	174
2025 Q3	$716K	Buy	5,840 +356	+6%	+$40.5K	0.04%	167
2025 Q2	$698K	Buy	5,484 +692	+14%	+$75K	0.04%	163
2025 Q1	$422K	Buy	4,792 +400	+9%	+$38.1K	0.03%	183
2024 Q4	$376K	Buy	+4,392	New	+$365K	0.02%	191

Other funds holding CRWD

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Smith Salley Wealth Management's CRWD Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its CrowdStrike (CRWD) stake by 23% in Q2 2026, selling an estimated $205K and leaving 4,880 shares worth $931K. The position accounts for 0.04% of the portfolio, ranked #160.

Smith Salley Wealth Management first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. 750 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Smith Salley Wealth Management held 4,880 shares of CrowdStrike worth $931K as of Q2 2026.
Smith Salley Wealth Management sold 1,440 CrowdStrike shares in Q2 2026, an estimated $205K.
CrowdStrike made up 0.04% of Smith Salley Wealth Management's portfolio in Q2 2026, its #160 holding.
Smith Salley Wealth Management first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
750 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.