Cypress Wealth Services, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1721527
PALM DESERT, CA
Position in CRWD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$132,786
-$110,439 QoQ
Shares Held
2,784
+11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,993
of 2,437 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Cypress Wealth Services, LLC holds $12,323,545 across 7 Software - Infrastructure names. CRWD ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,579 | $9,541,478 | |
| 2 | ORCL |
Oracle Corp
|
6,601 | $967,376 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
6,998 | $816,456 | |
| 4 | CRWV |
CoreWeave, Inc.
|
3,204 | $318,926 | |
| 5 | PANW |
Palo Alto Networks Inc
|
894 | $304,871 | |
| 6 | OKTA |
Okta, Inc.
|
1,771 | $241,652 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
2,784 | $132,786 |
All Filings in CRWD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,786 | 696 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $243,225 | 623 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $307,037 | 655 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $319,727 | 652 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $339,200 | 666 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $226,003 | 641 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $202,216 | 591 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||