Confluence Wealth Services, Inc.

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1910411 MCMURRAY, PA

Position in CRWD

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$570,256

-$128,577 QoQ

Shares Held

11,956

+67.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,400

of 2,437 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $39,215,162 across 7 Software - Infrastructure names. CRWD ranks #4 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	84,272	$31,435,141
2	ORCL	Oracle Corp	35,762	$5,240,921
3	PANW	Palo Alto Networks Inc	2,397	$817,424
4	CRWD	CrowdStrike Holdings, Inc. This page	11,956	$570,256
5	FTNT	Fortinet, Inc.	2,975	$457,019
6	PLTR	Palantir Technologies Inc.	3,914	$456,646
7	SNPS	Synopsys Inc	533	$237,755

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$570,256	2,989	+67.0%	Shares	Sole	2026-07-22
2026-03-31	$698,833	1,790	+4.7%	Shares	Sole	2026-05-07
2025-12-31	$801,579	1,710	+1.7%	Shares	Sole	2026-01-28
2025-09-30	$824,328	1,681	+6.3%	Shares	Sole	2025-10-28
2025-06-30	$805,728	1,582	0.0%	Shares	Sole	2025-07-22
2025-03-31	$557,781	1,582	+4.9%	Shares	Sole	2025-04-24
2024-12-31	$515,977	1,508	+1.8%	Shares	Sole	2025-01-27
2024-09-30	$415,656	1,482	+15.9%	Shares	Sole	2024-10-29
2024-06-30	$490,100	1,279	+5.5%	Shares	Sole	2024-07-31
2024-03-31	$388,555	1,212	+28.9%	Shares	Sole	2024-04-22
2023-12-31	$240,000	940	-60.1%	Shares	Sole	2024-01-25
2022-06-30	$396,790	2,354	+256.7%	Shares	Sole	2022-08-15
2021-12-31	$135,135	660	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.