During a recent lightning round segment, Jim Cramer responded to a caller's question about SailPoint, Inc. (NASDAQ: SAIL). Cramer stated, "No, you know, that's the kind of enterprise software that I just can't tolerate right now. I just do not want to be in anything like that. The only one that my Charitable Trust is in is Salesforce, and even there, it's, they punish you every day on the darn thing. So let's steer clear..."
SailPoint provides security software for managing digital identities of employees, contractors, and automated systems.
In its third quarter 2025 investor letter, NZS Capital, LLC mentioned SailPoint. The letter referenced a zero-click vulnerability called "EchoLeak" discovered earlier this year in Microsoft 365 Copilot. This vulnerability allowed attackers to send emails with hidden instructions that the AI assistant would process when users asked questions about the email, potentially leading to sensitive data exfiltration. The letter described this as marking the beginning of the AI era in cybersecurity, where AI agents face similar vulnerabilities as employees.