Position in CRWD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,817,796
+$4,818,596 QoQ
Shares Held
51,460
+0.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#460
of 2,429 holders
Holding Since
Mar 2021
22 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, 2026CFM WEALTH PARTNERS LLC holds $52,626,448 across 6 Software - Infrastructure names. CRWD ranks #3 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
69,449 | $23,683,497 | |
| 2 | MSFT |
Microsoft Corp
|
49,252 | $18,371,981 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
51,460 | $9,817,796 | |
| 4 | FTNT |
Fortinet, Inc.
|
2,100 | $322,602 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
1,937 | $225,989 | |
| 6 | ORCL |
Oracle Corp
|
1,396 | $204,583 |
All Filings in CRWD
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,817,796 | 12,865 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,999,200 | 12,805 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $6,693,424 | 14,279 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $6,681,427 | 13,625 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,867,251 | 11,520 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,398,518 | 9,639 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,885,435 | 8,433 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $669,201 | 2,386 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,848,634 | 7,434 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,383,266 | 7,434 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,773,452 | 6,946 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,165,132 | 6,961 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,070,535 | 7,289 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,003,233 | 7,309 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $793,991 | 7,541 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,314,030 | 7,973 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,310,048 | 7,772 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,847,295 | 8,135 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,708,638 | 8,345 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,802,550 | 7,334 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,583,504 | 6,301 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,086,117 | 5,951 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||