GRIMES & Co WEALTH MANAGEMENT, LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1321993 WESTBOROUGH, MA

Position in CRWD

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,343,125

-$1,387,792 QoQ

Shares Held

28,160

+0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,031

of 2,437 holders

Holding Since

Sep 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $72,133,367 across 8 Software - Infrastructure names. CRWD ranks #3 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	177,461	$66,196,501
2	ORCL	Oracle Corp	13,047	$1,912,036
3	CRWD	CrowdStrike Holdings, Inc. This page	28,160	$1,343,125
4	PANW	Palo Alto Networks Inc	2,270	$774,114
5	FFIV	F5, Inc.	1,423	$591,910
6	CHKP	Check Point Software Technologies Ltd	4,345	$571,063
7	PLTR	Palantir Technologies Inc.	4,319	$503,897
8	FTNT	Fortinet, Inc.	1,567	$240,721

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,343,125	7,040	+0.6%	Shares	Sole	2026-07-17
2026-03-31	$2,730,917	6,995	-0.8%	Shares	Sole	2026-04-21
2025-12-31	$3,306,164	7,053	+127.5%	Shares	Sole	2026-02-03
2025-09-30	$1,520,178	3,100	+166.3%	Shares	Sole	2025-10-27
2025-06-30	$592,836	1,164	+33.5%	Shares	Sole	2025-07-22
2025-03-31	$307,449	872	+10.8%	Shares	Sole	2025-04-17
2024-12-31	$269,279	787	-1.3%	Shares	Sole	2025-01-21
2024-09-30	$223,534	797	+9.2%	Shares	Sole	2024-10-22
2024-06-30	$279,728	730	-0.7%	Shares	Sole	2024-07-22
2024-03-31	$235,633	735	-94.0%	Shares	Sole	2024-04-17
2021-09-30	$2,997,287	12,195	—	Shares	Sole	2021-11-08
No filing history on record for this holder in this stock.