Sell CrowdStrike (CRWD) stock to fund a goal
Calculator · free · no signup · CRWDNeed cash for a goal? Plan the minimum-tax schedule to sell your vested CrowdStrike (CRWD) shares and net a target amount by a target date, across tax years.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Inputs
Your equity
One stack per ticker (current-employer RSUs, prior-employer holdings, index fund, etc.). Each stack has its own current price, growth assumption, and cost-basis lots.
Lots
Plan
Estimates only. Not financial advice.
Lock-in-now is deterministic (0%). Plans that wait depend on future prices; risk is near-zero when inventory comfortably exceeds the goal. Volatility: each stack's option-implied vol if a ticker is set, otherwise 30%. Lognormal model; real markets have fatter tails.
| Tax | $111,637 | $110,752 | $111,637 | $119,397 |
| Wealth @ target | $726,476 | $680,919 | $726,476 | $721,823 |
| Chance of shortfall | 2.5% | 0% | 2.5% | 4.8% |
Feasible
$400,051 net by 08/01/27
Total tax: $111,637 (federal $59,593, state $36,947, NIIT $15,097)
Schedule · Recommended
| Sale date | Shares | Tax | Net | Cumulative |
|---|---|---|---|---|
| 06/30/26 | 173 | $14,974 | $15,410 | |
| 07/31/26 | 300 | $26,124 | $42,233 | |
| 08/31/26 | 300 | $26,281 | $69,157 | |
| 09/30/26 | 300 | $26,434 | $96,180 | |
| 10/31/26 | 300 | $26,594 | $123,305 | |
| 11/30/26 | 300 | $26,749 | $150,529 | |
| 12/31/26 | 300 | $26,910 | $177,857 | |
| 01/31/27 | 300 | $27,073 | $205,289 | |
| 02/28/27 | 300 | $27,221 | $232,814 | |
| 03/31/27 | 300 | $27,385 | $260,444 | |
| 04/30/27 | 300 | $27,546 | $288,176 | |
| 05/31/27 | 300 | $27,712 | $316,013 | |
| 06/30/27 | 300 | $27,875 | $343,953 | |
| 07/31/27 | 300 | $28,043 | $372,000 | |
| 08/01/27 | 300 | $28,052 | $400,051 |
Risk vs wealth
Each dot is a possible plan. Right is riskier, up is more wealth left over.
Trajectory of cash netted
Solid line = expected. Shaded band = 10th–90th percentile under price uncertainty.
After the plan
You keep 3,627 shares worth $436,251 at the projected target-date price, invested for the next decision.
About CrowdStrike
CrowdStrike (CRWD) is a public Cybersecurity company, incorporated in Delaware and headquartered in Austin, TX. IPO'd Jun 12, 2019.
Last close: $768.95 per share (as of 2026-06-03).
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 you hold vested CrowdStrike (CRWD) shares and need a set amount of cash by a date (a house down payment, tuition, a sabbatical, a business buy-in), the question is which lots to sell and in which tax years to keep the most after tax. This calculator builds the minimum-tax sell schedule across your lots, accounting for federal long-term capital gains, the net investment income tax, and your state.
Example: a 5,000-share CRWD position at $768.95 is worth $3,844,750. Say you need $150,000 of it for a house down payment by next spring. Selling enough shares all in one tax year can push the gain into the higher long-term capital-gains bracket and trigger the 3.8% net investment income tax; spreading the sale across two tax years often nets more. The calculator above finds the minimum-tax sell schedule across your specific lots, basis, goal, and date.
All CrowdStrike tools → · Use the generic Stock Sale Funding Calculator for any company.
CrowdStrike equity questions
- How much CRWD stock do I sell to fund a goal without overpaying tax?
- It depends on your cost basis, your target amount and date, and how the sale spreads across tax years. Selling vested CRWD shares triggers long-term capital-gains tax, plus the 3.8% net investment income tax and state tax above certain income, and bunching a large sale into one year can push the gain into a higher bracket. The calculator above builds the minimum-tax sell schedule across your lots to net your target amount by your date.
- 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.
One piece of the puzzle.
OptionsAhoy plans your CrowdStrike equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.