CrowdStrike (CRWD) Stock Concentration Calculator

Calculator · free · no signup · CRWD

Quantify CrowdStrike concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.

Beta · invite-only · AlphaLatitude Inc. · Free Tools

Your inputs

Adjust — results update instantly.

Position & portfolio

Default. Adjust to test.
35%
Default. Adjust to test.
20%
10%

Tax

67%
Highly concentratedLong-term
If 30% drop
$150,000
If 50% drop
$250,000
If 70% drop
$350,000

Most fee-only advisors target ≤10% in any single name. You're at 67%.

Estimates only. Not financial advice.

Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).

Cost of fully de-concentrating

All three plans sell to 0% (no hedge).

Tax
Wealth (3y)$956,485
+$33,417 vs.

Tax
Wealth (3y)$994,174
+$71,106 vs.

Tax
Wealth (3y)$1.04M
+$112,490 vs.

Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.

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Toggle below — chart updates live. Sell buttons show the slice.
Sell over 1 yearSell over 2 yearsSell over 3 yearsCustom
$712,500$815,995$919,489$1,022,984$1,126,478Yr 0Yr 1Yr 2Yr 3
Year 1
Year 2
Year 3
Tax$200,753
Hedge cost$37,676
Wealth at Y3$1,046,371
Vs. best fixed plan+$10,813

Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.

Tax brackets: 2026 · Estimates only — not financial advice.

Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.

You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.

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About CrowdStrike

CrowdStrike (CRWD) is a public Cybersecurity company, incorporated in Delaware and headquartered in Austin, TX. IPO'd Jun 12, 2019.

Last close: $679.49 per share (as of 2026-06-16).

Equity grants at CrowdStrike typically include non-qualified stock options (NSOs) and restricted stock units (RSUs).

CrowdStrike Holdings, Inc. is an American cybersecurity technology company based in Austin, Texas. It provides endpoint security, threat intelligence, and cyberattack response services. The company was co-founded in 2011 by George Kurtz, Dmitri Alperovitch, and Gregg Marston. Kurtz serves as the CEO. CrowdStrike went public on the Nasdaq in 2019 and joined the S&P 500 index in 2024.

Source: Wikipedia (CC BY-SA 4.0)

Founded in 2011 by George Kurtz, Dmitri Alperovitch, and Gregg Marston, CrowdStrike built Falcon, a cloud-native endpoint protection platform that uses a lightweight agent for EDR, XDR, identity protection, cloud security, and the Charlotte AI assistant. The company went public on NASDAQ as CRWD in June 2019 at $34 and now operates from Austin, Texas. A faulty Falcon channel file update on July 19, 2024 crashed roughly 8.5 million Windows machines globally, triggering the largest IT outage in history. CrowdStrike recovered, joined the S&P 500, and crossed $5 billion in ARR during fiscal 2026.

Sources: en.wikipedia.org · en.wikipedia.org

Equity comp at CrowdStrike

  • RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.

Researched 2026-05-07.

OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by CrowdStrike.

If a meaningful share of your net worth sits in CRWD, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with CRWD's option-implied volatility.

Example: 5,000 CRWD shares at $679.49 is a $3,397,450 position. A 30% drawdown costs $1,019,235; a 50% drawdown costs $1,698,725; a 70% drawdown costs $2,378,215. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using CRWD's option-implied volatility and your cost basis.

All CrowdStrike tools → · Use the generic Stock Concentration Calculator for any company.

CrowdStrike equity questions

How much CRWD stock is too much?
There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your CRWD position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
Does CrowdStrike grant ISOs, NSOs, or RSUs?
Equity compensation at CrowdStrike typically takes the form of non-qualified stock options (NSOs) and restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
Do CrowdStrike RSUs use double-trigger vesting?
No. CrowdStrike restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
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